Charles Schwab & Co.
Industry: Company
DescriptionHeadquarters: San Francisco, CA Customer service: 1 (866) 855-9102 Founded: 1971 Parent organization: Schwab Holdings, Inc. Subsidiaries: Schwab Institutional,
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Charles Schwab & Co. Employees
Employee
Years
Job
Industry
Anna Widernik Anna Widernik's Charles Schwab & Co. Experience August 2010 - July 2014
Job Director at Standard & Poors Rating Group
Industry Financial Services
Experience
Standard & Poors Rating Group July 2014 - Present
Charles Schwab & Co. August 2010 - July 2014
Standard & Poor's 1996 - 2008
Freelance 1989 - 1993
Skills
Capital Markets, Fixed Income, Structured Finance, Derivatives, Finance, Risk Management, Due Diligence, Management, Analysis, Bonds, CDO, Portfolio Management, Credit Derivatives, Securitization, Private Equity, Trading, Credit, ABS, Structured Products
Education
University at Albany, SUNY 1994 — 1996
MBA, Finance
Bard College
International Education Scholarship
University of Gdansk
MA in English
Standard & Poors Rating Group July 2014 - Present
Charles Schwab & Co. August 2010 - July 2014
Standard & Poor's 1996 - 2008
Freelance 1989 - 1993
Skills
Capital Markets, Fixed Income, Structured Finance, Derivatives, Finance, Risk Management, Due Diligence, Management, Analysis, Bonds, CDO, Portfolio Management, Credit Derivatives, Securitization, Private Equity, Trading, Credit, ABS, Structured Products
Education
University at Albany, SUNY 1994 — 1996
MBA, Finance
Bard College
International Education Scholarship
University of Gdansk
MA in English
Vanessa Cruz Vanessa Cruz's Charles Schwab & Co. Experience January 2007 - February 2009
Job Senior Team Manager, Talent Acquisition at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab January 2015 - Present
Charles Schwab July 2010 - December 2014
Charles Schwab February 2009 - July 2010
Charles Schwab & Co. January 2007 - February 2009
Kelly Services November 2004 - January 2007
Kelly Services (Kelly Financial Resources) July 2001 - November 2004
Robert Half September 2000 - May 2001
Skills
Recruiting, Talent Management, Leadership, Staff Development, Talent Acquisition, Applicant Tracking..., College Recruiting, Internet Recruiting, Technical Recruiting, Onboarding, Benefits Negotiation, Executive Search, Management, Interviews
Education
University of Phoenix 2003 — 2005
M.B.A., Human Resources Management
Cornell University 1996 — 1999
B.A., Archaeology
Charles Schwab January 2015 - Present
Charles Schwab July 2010 - December 2014
Charles Schwab February 2009 - July 2010
Charles Schwab & Co. January 2007 - February 2009
Kelly Services November 2004 - January 2007
Kelly Services (Kelly Financial Resources) July 2001 - November 2004
Robert Half September 2000 - May 2001
Skills
Recruiting, Talent Management, Leadership, Staff Development, Talent Acquisition, Applicant Tracking..., College Recruiting, Internet Recruiting, Technical Recruiting, Onboarding, Benefits Negotiation, Executive Search, Management, Interviews
Education
University of Phoenix 2003 — 2005
M.B.A., Human Resources Management
Cornell University 1996 — 1999
B.A., Archaeology
Tim Wade Tim Wade's Charles Schwab & Co. Experience January 2005 - January 2014
Job Demand Generation Manager at TiVo
Industry Marketing and Advertising
Experience
TiVo February 2015 - Present
Brightpearl April 2014 - October 2014
Charles Schwab & Co. January 2005 - January 2014
HomeGain Inc December 2003 - December 2004
Cortext Continuing Education April 2002 - September 2003
Office Depot June 2000 - December 2001
Hello Direct January 1995 - May 2000
Skills
Marketing, Marketing Communications, Program Management, CRM, Strategy, Management, PPC, Integrated Marketing, B2B, Marketing Strategy, Data Analysis, Business Development, Product Marketing, Lead Generation, Direct Mail, Direct Marketing, Analysis, Email Marketing, Product Management, Telecommunications, Multi-channel Marketing, Segmentation, Analytics, Database Marketing, Marketing Automation, E-commerce, B2B Marketing, Campaign Management, Customer Insight, Marketing Management, Relationship Marketing, Loyalty Programs, Digital Marketing, Interactive Marketing, Web Analytics, Competitive Analysis, Salesforce.com, Customer Acquisition, Customer Retention, Demand Generation, Online Marketing, Marketo
Education
Swinburne University of Technology 1990 — 1994
Bachelor Business/Bachlor Arts, Economics-Marketing & Japanese Studies
Keio University 1992 — 1993
Certificate in Japanese, Japanese Language and Literature
TiVo February 2015 - Present
Brightpearl April 2014 - October 2014
Charles Schwab & Co. January 2005 - January 2014
HomeGain Inc December 2003 - December 2004
Cortext Continuing Education April 2002 - September 2003
Office Depot June 2000 - December 2001
Hello Direct January 1995 - May 2000
Skills
Marketing, Marketing Communications, Program Management, CRM, Strategy, Management, PPC, Integrated Marketing, B2B, Marketing Strategy, Data Analysis, Business Development, Product Marketing, Lead Generation, Direct Mail, Direct Marketing, Analysis, Email Marketing, Product Management, Telecommunications, Multi-channel Marketing, Segmentation, Analytics, Database Marketing, Marketing Automation, E-commerce, B2B Marketing, Campaign Management, Customer Insight, Marketing Management, Relationship Marketing, Loyalty Programs, Digital Marketing, Interactive Marketing, Web Analytics, Competitive Analysis, Salesforce.com, Customer Acquisition, Customer Retention, Demand Generation, Online Marketing, Marketo
Education
Swinburne University of Technology 1990 — 1994
Bachelor Business/Bachlor Arts, Economics-Marketing & Japanese Studies
Keio University 1992 — 1993
Certificate in Japanese, Japanese Language and Literature
Bram Daly Bram Daly's Charles Schwab & Co. Experience March 2005 - March 2011
Job Senior Manager, Client Service – Atos at Alexander Mann Solutions
Industry Staffing and Recruiting
Experience
Alexander Mann Solutions October 2013 - Present
Alexander Mann Solutions November 2014 - June 2015
Alexander Mann Solutions January 2014 - November 2014
Alexander Mann Solutions January 2013 - August 2014
Alexander Mann Solutions April 2011 - October 2013
Charles Schwab & Co. March 2005 - March 2011
Resources Global Professionals February 2005 - March 2005
Morgan Funding Corporation April 2004 - January 2005
MortgageIT October 2003 - April 2004
Benjamin James Realty Corporation June 2002 - October 2003
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Sourcing, Recruitment Advertising, Executive Search, Employee Referral..., Technical Recruiting, Hiring, Interviews, Search, Taleo, Vendor Management, Personnel Management, Job Fairs, Talent Management, Interviewing, HRIS, Value Proposition..., Diversity Recruitment, Full-cycle Recruiting, Candidate Assessment, Job Description..., RPO, Recruitment Process..., Employee Value..., Resourcing Strategies, Management, Workday, LinkedIn Recruiter, Peopleclick, Authoria, OFCCP
Education
Boston College 1994 — 1998
Bachelors, Communications
Saint Francis High School 1990 — 1994
High School Diploma
Alexander Mann Solutions October 2013 - Present
Alexander Mann Solutions November 2014 - June 2015
Alexander Mann Solutions January 2014 - November 2014
Alexander Mann Solutions January 2013 - August 2014
Alexander Mann Solutions April 2011 - October 2013
Charles Schwab & Co. March 2005 - March 2011
Resources Global Professionals February 2005 - March 2005
Morgan Funding Corporation April 2004 - January 2005
MortgageIT October 2003 - April 2004
Benjamin James Realty Corporation June 2002 - October 2003
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Sourcing, Recruitment Advertising, Executive Search, Employee Referral..., Technical Recruiting, Hiring, Interviews, Search, Taleo, Vendor Management, Personnel Management, Job Fairs, Talent Management, Interviewing, HRIS, Value Proposition..., Diversity Recruitment, Full-cycle Recruiting, Candidate Assessment, Job Description..., RPO, Recruitment Process..., Employee Value..., Resourcing Strategies, Management, Workday, LinkedIn Recruiter, Peopleclick, Authoria, OFCCP
Education
Boston College 1994 — 1998
Bachelors, Communications
Saint Francis High School 1990 — 1994
High School Diploma
Ben McFadden, CFA Ben McFadden, CFA's Charles Schwab & Co. Experience May 2008 - July 2009
Job Equity Research Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities April 2012 - Present
Index Publications, LLC September 2010 - October 2011
Quist Valuation December 2009 - June 2010
Charles Schwab & Co. May 2008 - July 2009
Charles Schwab & Co. July 2006 - May 2008
Skills
Equities, ETFs, Valuation, Series 7, Financial Modeling, Financial Analysis, Equity Research, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Trading
Education
Saint Louis University 2002 — 2006
Bachelors, Finance
Pacific Crest Securities April 2012 - Present
Index Publications, LLC September 2010 - October 2011
Quist Valuation December 2009 - June 2010
Charles Schwab & Co. May 2008 - July 2009
Charles Schwab & Co. July 2006 - May 2008
Skills
Equities, ETFs, Valuation, Series 7, Financial Modeling, Financial Analysis, Equity Research, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Trading
Education
Saint Louis University 2002 — 2006
Bachelors, Finance
Lawrence Schiffman, CFE Lawrence Schiffman, CFE's Charles Schwab & Co. Experience 1978 - 1980
Job Forensic Accountant at Processing Solutions Group, LLC
Industry Accounting
Experience
Processing Solutions Group, LLC March 1991 - Present
Trinity Associates 1984 - 1991
Carl H. Pforzheimer & Co. 1981 - 1984
Charles Schwab & Co. 1978 - 1980
Laventhol & Horwath 1976 - 1978
Skills
Forensic Accounting, Accounting, Banking, Fraud, Litigation Support, Budget, Internal Controls, Microsoft Office, Due Diligence, Auditing, Process Improvement, Financial Reporting, Customer Service, Corporate Governance, GAAP, Microsoft Excel, Financial Analysis, Microsoft Word, Strategic Planning, QuickBooks, Tax, Mergers & Acquisitions, Internal Audit
Education
City University of New York-Herbert H. Lehman College 1972 — 1976
BA, Accounting
Processing Solutions Group, LLC March 1991 - Present
Trinity Associates 1984 - 1991
Carl H. Pforzheimer & Co. 1981 - 1984
Charles Schwab & Co. 1978 - 1980
Laventhol & Horwath 1976 - 1978
Skills
Forensic Accounting, Accounting, Banking, Fraud, Litigation Support, Budget, Internal Controls, Microsoft Office, Due Diligence, Auditing, Process Improvement, Financial Reporting, Customer Service, Corporate Governance, GAAP, Microsoft Excel, Financial Analysis, Microsoft Word, Strategic Planning, QuickBooks, Tax, Mergers & Acquisitions, Internal Audit
Education
City University of New York-Herbert H. Lehman College 1972 — 1976
BA, Accounting
Howard Sackson Howard Sackson's Charles Schwab & Co. Experience 2000 - 2001
Job
Industry Financial Services
Experience
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
Kimberly Walker-Moree Kimberly Walker-Moree's Charles Schwab & Co. Experience 1999 - 2007
Job V.P. Fraud and Operational Risk Professional. Community, Diversity and Inclusion volunteer.
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
WELLS FARGO BANK January 2011 - February 2014
Wells Fargo June 2007 - December 2010
CHARLES SCHWAB & CO. 1999 - 2007
LANEY COLLEGE January 2000 - July 2001
PACIFIC TELESIS SHARED SERVICES (formerly PacBell) September 1997 - June 2000
Various Companies May 1992 - August 1994
Skills
Financial Crime, Operational Risk..., Fraud, Program Management, Project Management, Strategy, Cross-functional Team..., Leadership, Management, PMO, Project Planning, Strategic Planning, Vendor Management, Process Improvement, PMP, SDLC, Banking, Analytics, Project Mangement..., Business Development, Building Relationships, Business Analysis, Business Process..., Risk Management
Education
Howard University 1992 — 1997
BS, Systems & Computer Science
U.C. Berkeley Extension 2003 — 2005
Wells Fargo February 2014 - Present
WELLS FARGO BANK January 2011 - February 2014
Wells Fargo June 2007 - December 2010
CHARLES SCHWAB & CO. 1999 - 2007
LANEY COLLEGE January 2000 - July 2001
PACIFIC TELESIS SHARED SERVICES (formerly PacBell) September 1997 - June 2000
Various Companies May 1992 - August 1994
Skills
Financial Crime, Operational Risk..., Fraud, Program Management, Project Management, Strategy, Cross-functional Team..., Leadership, Management, PMO, Project Planning, Strategic Planning, Vendor Management, Process Improvement, PMP, SDLC, Banking, Analytics, Project Mangement..., Business Development, Building Relationships, Business Analysis, Business Process..., Risk Management
Education
Howard University 1992 — 1997
BS, Systems & Computer Science
U.C. Berkeley Extension 2003 — 2005
Rachele Bouchand's Charles Schwab & Co. Experience March 2000 - November 2003
Job Director of Financial Planning at Clark Nuber
Industry Financial Services
Experience
Clark Nuber January 2011 - Present
Cawaring Financial Planning, LLC December 2006 - January 2011
Merriman Capital Management December 2003 - February 2006
Charles Schwab & Co. March 2000 - November 2003
Merrill Lynch September 1997 - February 2000
Education
Harvey Mudd College 1992 — 1996
BS, Biology
Clark Nuber January 2011 - Present
Cawaring Financial Planning, LLC December 2006 - January 2011
Merriman Capital Management December 2003 - February 2006
Charles Schwab & Co. March 2000 - November 2003
Merrill Lynch September 1997 - February 2000
Education
Harvey Mudd College 1992 — 1996
BS, Biology
Alex Heilberg Alex Heilberg's Charles Schwab & Co. Experience 1997 - 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Kaiser Permanente April 2004 - Present
Charles Schwab & Co. 1997 - 2002
Bank of America April 1997 - October 1997
Color Spot Nurseries April 1996 - April 1997
Century Analysis Inc. April 1986 - April 1996
US Navy October 1978 - October 1984
Skills
SDLC, IT Strategy, Vendor Management, Enterprise Architecture, Integration, System Deployment, Management, Information Technology, Unix, IT Operations, Data Center, IT Management, PMP, Infrastructure, Disaster Recovery
Education
Diablo Valley College 1977 — 2004
Electronics Engineering, Computer Science
Kaiser Permanente April 2004 - Present
Charles Schwab & Co. 1997 - 2002
Bank of America April 1997 - October 1997
Color Spot Nurseries April 1996 - April 1997
Century Analysis Inc. April 1986 - April 1996
US Navy October 1978 - October 1984
Skills
SDLC, IT Strategy, Vendor Management, Enterprise Architecture, Integration, System Deployment, Management, Information Technology, Unix, IT Operations, Data Center, IT Management, PMP, Infrastructure, Disaster Recovery
Education
Diablo Valley College 1977 — 2004
Electronics Engineering, Computer Science
Daniel Kau Daniel Kau's Charles Schwab & Co. Experience 1999 - 2006
Job Realtor at Alain Pinel Realtors
Industry Real Estate
Experience
Alain Pinel Realtors 2014 - Present
Morgan Stanley Smith Barney 2007 - 2009
Charles Schwab & Co. 1999 - 2006
UBS Securities 1989 - 1996
Skills
First Time Home Buyers, Real Estate Transactions, Residential Homes, Listing Homes, Investment Advisory, Asset Allocation, ETFs
Education
Columbia University - Columbia Business School
MBA, Finance
Rensselaer Polytechnic Institute
B.S. & M.S., Chemical Engineering
Alain Pinel Realtors 2014 - Present
Morgan Stanley Smith Barney 2007 - 2009
Charles Schwab & Co. 1999 - 2006
UBS Securities 1989 - 1996
Skills
First Time Home Buyers, Real Estate Transactions, Residential Homes, Listing Homes, Investment Advisory, Asset Allocation, ETFs
Education
Columbia University - Columbia Business School
MBA, Finance
Rensselaer Polytechnic Institute
B.S. & M.S., Chemical Engineering
Jonathan Dy Jonathan Dy's Charles Schwab & Co. Experience November 1999 - February 2001
Job Computer System Engineer at Lawrence Berkeley National Laboratory
Industry Research
Experience
Lawrence Berkeley National Laboratory October 2002 - Present
Lawrence Berkeley National Laboratory January 2002 - September 2002
Charles Schwab & Co. November 1999 - February 2001
Skills
Perl, Unix, Linux, Data Analysis, SQL, Java, Shell Scripting, Integration, LDAP, Program Management, Computer Security, Analysis, Project Management, Testing, Security, System Administration, High Performance..., Cloud Computing, Process Improvement, Bash, Software Documentation
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
BS, Business Administration
Diablo Valley College 1994 — 1997
AA, Business Administration
Lawrence Berkeley National Laboratory October 2002 - Present
Lawrence Berkeley National Laboratory January 2002 - September 2002
Charles Schwab & Co. November 1999 - February 2001
Skills
Perl, Unix, Linux, Data Analysis, SQL, Java, Shell Scripting, Integration, LDAP, Program Management, Computer Security, Analysis, Project Management, Testing, Security, System Administration, High Performance..., Cloud Computing, Process Improvement, Bash, Software Documentation
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
BS, Business Administration
Diablo Valley College 1994 — 1997
AA, Business Administration
Raoul Encinas Raoul Encinas's Charles Schwab & Co. Experience 1998 - 2004
Job Founder, PhosLabs | Cofounder, PL Coaches | Preparing people for work in 21st century
Industry Management Consulting
Experience
PhosLabs May 2015 - Present
PL Coaches, LLC 2013 - Present
Encinas Consulting, LLC 2011 - Present
Preod 2005 - 2011
Waldron & Company 2008 - 2009
Charles Schwab & Co. 1998 - 2004
The Adept Group 1998 - 1998
ENTEX Information Services 1995 - 1998
US Courts 1991 - 1995
Insurance Learning Systems 1988 - 1991
Skills
Program Management, Leadership, Strategy, Management Consulting, Change Management, Process Improvement, Outsourcing, Consulting, Organizational..., Strategic Planning, IT Management, Project Management, Training, Team Building, Team Leadership, Executive Management, IT Strategy, Coaching, PMO, Governance, Organizational..., Professional Services, Nonprofits, Organizational Change, Change Leadership, Leadership Development..., Project Leadership
Education
Western Governors University 2009 — 2012
Bachelor of Science (BS), Business - IT Management
County College of Morris 1989 — 1990
PhosLabs May 2015 - Present
PL Coaches, LLC 2013 - Present
Encinas Consulting, LLC 2011 - Present
Preod 2005 - 2011
Waldron & Company 2008 - 2009
Charles Schwab & Co. 1998 - 2004
The Adept Group 1998 - 1998
ENTEX Information Services 1995 - 1998
US Courts 1991 - 1995
Insurance Learning Systems 1988 - 1991
Skills
Program Management, Leadership, Strategy, Management Consulting, Change Management, Process Improvement, Outsourcing, Consulting, Organizational..., Strategic Planning, IT Management, Project Management, Training, Team Building, Team Leadership, Executive Management, IT Strategy, Coaching, PMO, Governance, Organizational..., Professional Services, Nonprofits, Organizational Change, Change Leadership, Leadership Development..., Project Leadership
Education
Western Governors University 2009 — 2012
Bachelor of Science (BS), Business - IT Management
County College of Morris 1989 — 1990
Craig Martin's Charles Schwab & Co. Experience May 1994 - November 2001
Job Executive Coach | Global Leadership Consultant | ICF Master Certified Coach | President at Martin Global Leaders
Industry Professional Training & Coaching
Experience
Martin Global Leaders October 2013 - Present
Eurous Global Executive Leadership 2008 - 2013
Orion Professional Development Corp February 2002 - December 2010
Professional Coaches Mentors & Advisors (PCMA) 2003 - 2009
The Episcopal Diocese of Northern California February 2005 - July 2006
Charles Schwab & Co. May 1994 - November 2001
Kappa Sigma Fraternity January 1993 - December 1999
San Francisco Advertising Club January 1996 - December 1996
Grey Group August 1988 - May 1994
BBDO 1987 - 1988
Skills
Executive Coaching, Leadership Development, Organizational..., Leadership, Management Consulting, Strategy, Executive Development, Team Building, Workshop Facilitation, Emotional Intelligence, Team Management, Business Coaching, Team Leadership, Organizational..., MBTI, Succession Planning, CRM, Marketing, Financial Services, Management Development, Training, Personal Development, Onboarding, Talent Management, Performance Improvement, High Performance Teams, Start-ups, Virtual Teams, Executive Positions, Coaching, Employee Engagement, Executive Management, Intercultural..., Personality Testing, Organizational Learning, Intercultural Training, International Leadership, Executive Mentoring, Executive Assessment, Training Services, Coaching Leaders, Executive Messaging, Team Formation, Team Performance, Cross-cultural, Multi-cultural Teams, Leadership Academies, Remote Team Management, Communications Planning, Messaging
Education
IMD (International Institute for Management Development) - Business Programs 2009 — 2009
Certificate
Community at Work, Organizational Diagnosis 2003 — 2007
Certificate
New Ventures West 2002 — 2003
Certified Integral Coach (CIC)
University of California, Berkeley 1978 — 1982
BA
Piedmont High School 1974 — 1978
HS
Martin Global Leaders October 2013 - Present
Eurous Global Executive Leadership 2008 - 2013
Orion Professional Development Corp February 2002 - December 2010
Professional Coaches Mentors & Advisors (PCMA) 2003 - 2009
The Episcopal Diocese of Northern California February 2005 - July 2006
Charles Schwab & Co. May 1994 - November 2001
Kappa Sigma Fraternity January 1993 - December 1999
San Francisco Advertising Club January 1996 - December 1996
Grey Group August 1988 - May 1994
BBDO 1987 - 1988
Skills
Executive Coaching, Leadership Development, Organizational..., Leadership, Management Consulting, Strategy, Executive Development, Team Building, Workshop Facilitation, Emotional Intelligence, Team Management, Business Coaching, Team Leadership, Organizational..., MBTI, Succession Planning, CRM, Marketing, Financial Services, Management Development, Training, Personal Development, Onboarding, Talent Management, Performance Improvement, High Performance Teams, Start-ups, Virtual Teams, Executive Positions, Coaching, Employee Engagement, Executive Management, Intercultural..., Personality Testing, Organizational Learning, Intercultural Training, International Leadership, Executive Mentoring, Executive Assessment, Training Services, Coaching Leaders, Executive Messaging, Team Formation, Team Performance, Cross-cultural, Multi-cultural Teams, Leadership Academies, Remote Team Management, Communications Planning, Messaging
Education
IMD (International Institute for Management Development) - Business Programs 2009 — 2009
Certificate
Community at Work, Organizational Diagnosis 2003 — 2007
Certificate
New Ventures West 2002 — 2003
Certified Integral Coach (CIC)
University of California, Berkeley 1978 — 1982
BA
Piedmont High School 1974 — 1978
HS
Kim Laughton Kim Laughton's Charles Schwab & Co. Experience July 1995 - December 2004
Job President, Schwab Charitable
Industry Financial Services
Experience
Schwab Charitable July 2011 - Present
Schwab Charitable July 2007 - July 2011
Charles Schwab & Co. July 1995 - December 2004
Citibank Asia-Pacifc February 1992 - March 1995
Bain & Company 1985 - 1991
Skills
Strategy, Strategic Planning, Leadership, Management, Investments, Marketing Strategy, Financial Services, Program Management, Business Strategy, Marketing
Education
Harvard Business School 1988 — 1990
MBA, Business Administration and Management, General
Stanford University 1981 — 1985
Bachelor of Arts (BA), Bachelor of Science (BS), Economics, Biology
Schwab Charitable July 2011 - Present
Schwab Charitable July 2007 - July 2011
Charles Schwab & Co. July 1995 - December 2004
Citibank Asia-Pacifc February 1992 - March 1995
Bain & Company 1985 - 1991
Skills
Strategy, Strategic Planning, Leadership, Management, Investments, Marketing Strategy, Financial Services, Program Management, Business Strategy, Marketing
Education
Harvard Business School 1988 — 1990
MBA, Business Administration and Management, General
Stanford University 1981 — 1985
Bachelor of Arts (BA), Bachelor of Science (BS), Economics, Biology
Patricia Chan Patricia Chan's Charles Schwab & Co. Experience September 1995 - 2013
Job
Industry Financial Services
Experience
Charles Schwab & Co. September 1995 - 2013
Skills
Series 7, Investment Advisory, Retirement Planning, Wealth Management, Series 63, Public Speaking, Leadership, Asset Management, Mutual Funds, 401k, Retirement, Asset Allocation, Investment Strategies, Uniform Combined State..., Securities, Financial Advisory, Strategic Financial..., Financial Planning
Education
College for Financial Planning
University of Wisconsin-Madison
Charles Schwab & Co. September 1995 - 2013
Skills
Series 7, Investment Advisory, Retirement Planning, Wealth Management, Series 63, Public Speaking, Leadership, Asset Management, Mutual Funds, 401k, Retirement, Asset Allocation, Investment Strategies, Uniform Combined State..., Securities, Financial Advisory, Strategic Financial..., Financial Planning
Education
College for Financial Planning
University of Wisconsin-Madison
Keith Daniels Keith Daniels's Charles Schwab & Co. Experience September 2005 - April 2006
Job Recruiter, Talent Acquisition
Industry Human Resources
Experience
Condé Nast July 2015 - Present
Yahoo! January 2013 - February 2015
Mindspark Interactive Network, Inc. July 2012 - December 2012
AOL August 2010 - July 2012
Anthem Education Group March 2010 - July 2010
Capital Markets Placements July 2009 - March 2010
Prudential 2006 - July 2008
JP Morgan Chase (formerly Bear Stearns) June 2006 - December 2006
Charles Schwab & Co. September 2005 - April 2006
Bank of America April 2004 - September 2005
Skills
Recruiting, Strategic Sourcing, Interviewing Skills, Sourcing, Technical Recruiting, Screening, Interviews, Internet Recruiting, Benefits Negotiation, Marketing, Program Management, Temporary Placement, Sales, College Recruiting, Applicant Tracking..., Cold Calling, Talent Acquisition, Hiring, Management, Passive Candidate..., Search, SDLC
Education
Cheyney University of Pennsylvania
LIU Post
BS
Condé Nast July 2015 - Present
Yahoo! January 2013 - February 2015
Mindspark Interactive Network, Inc. July 2012 - December 2012
AOL August 2010 - July 2012
Anthem Education Group March 2010 - July 2010
Capital Markets Placements July 2009 - March 2010
Prudential 2006 - July 2008
JP Morgan Chase (formerly Bear Stearns) June 2006 - December 2006
Charles Schwab & Co. September 2005 - April 2006
Bank of America April 2004 - September 2005
Skills
Recruiting, Strategic Sourcing, Interviewing Skills, Sourcing, Technical Recruiting, Screening, Interviews, Internet Recruiting, Benefits Negotiation, Marketing, Program Management, Temporary Placement, Sales, College Recruiting, Applicant Tracking..., Cold Calling, Talent Acquisition, Hiring, Management, Passive Candidate..., Search, SDLC
Education
Cheyney University of Pennsylvania
LIU Post
BS
Heather Caldwell Ross Heather Caldwell Ross's Charles Schwab & Co. Experience May 2007 - September 2007
Job 401(k) Retirement Plan Writer & Marketing Consultant
Industry Financial Services
Experience
Caldwell Ross Communications April 2012 - Present
BlackRock March 2011 - May 2012
BlackRock July 2010 - March 2011
BlackRock February 2009 - July 2010
Crimson Investment June 2008 - January 2009
LRG Capital Group September 2007 - June 2008
Charles Schwab & Co. May 2007 - September 2007
N/A December 2005 - May 2007
Pacific Life Insurance Company August 2001 - August 2005
Trinity Communications February 1998 - August 2001
Skills
Strategy, Marketing, Social Media, Content Development, Defined Contribution, Value Propositions, Series 7, Mutual Funds, Investments, Asset Managment, Wealth Management, Financial Services, ETFs, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Strategic Financial..., Retirement, Relationship Management, Fixed Annuities, Start-ups, Asset Management, Financial Advisory, Private Equity, Investment Management, Integrated Marketing, Marketing Strategy, Financial Planning
Education
U.C. Berkeley, Certified Financial Planner Program 2006 — 2007
Financial Planning
Boston University, Public Communications Institute
Denison University
B.A., History
Caldwell Ross Communications April 2012 - Present
BlackRock March 2011 - May 2012
BlackRock July 2010 - March 2011
BlackRock February 2009 - July 2010
Crimson Investment June 2008 - January 2009
LRG Capital Group September 2007 - June 2008
Charles Schwab & Co. May 2007 - September 2007
N/A December 2005 - May 2007
Pacific Life Insurance Company August 2001 - August 2005
Trinity Communications February 1998 - August 2001
Skills
Strategy, Marketing, Social Media, Content Development, Defined Contribution, Value Propositions, Series 7, Mutual Funds, Investments, Asset Managment, Wealth Management, Financial Services, ETFs, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Strategic Financial..., Retirement, Relationship Management, Fixed Annuities, Start-ups, Asset Management, Financial Advisory, Private Equity, Investment Management, Integrated Marketing, Marketing Strategy, Financial Planning
Education
U.C. Berkeley, Certified Financial Planner Program 2006 — 2007
Financial Planning
Boston University, Public Communications Institute
Denison University
B.A., History
Panos Lambrianides Panos Lambrianides's Charles Schwab & Co. Experience 2002 - 2010
Job
Industry Computer Software
Experience
Protonomics, LLC 2010 - Present
Genentech 2009 - April 2011
Charles Schwab & Co. 2002 - 2010
Virtual Chemistry 2007 - 2008
San Francisco SPCA 2007 - 2007
Pfizer 2006 - 2007
Tiernan Communications 1996 - 1998
Molecular Simulations 1994 - 1996
Skills
Java, Web Services, Enterprise Architecture, Integration, SOA, Cloud Computing, SDLC, UML, GWT, Bayesian statistics, R, C++, Optimal Control
Education
UC Berkeley 2008 — 2010
Continuing Education, Biochemistry and Molecular Biology
Northwestern University 1994 — 1996
PhD candidate, Physics
Cambridge University 1987 — 1991
MA, Theoretical Physics
UC Santa Cruz
PhD Candidate, Applied Mathematics and Statistics
The English School, Nicosia, Cyprus
Protonomics, LLC 2010 - Present
Genentech 2009 - April 2011
Charles Schwab & Co. 2002 - 2010
Virtual Chemistry 2007 - 2008
San Francisco SPCA 2007 - 2007
Pfizer 2006 - 2007
Tiernan Communications 1996 - 1998
Molecular Simulations 1994 - 1996
Skills
Java, Web Services, Enterprise Architecture, Integration, SOA, Cloud Computing, SDLC, UML, GWT, Bayesian statistics, R, C++, Optimal Control
Education
UC Berkeley 2008 — 2010
Continuing Education, Biochemistry and Molecular Biology
Northwestern University 1994 — 1996
PhD candidate, Physics
Cambridge University 1987 — 1991
MA, Theoretical Physics
UC Santa Cruz
PhD Candidate, Applied Mathematics and Statistics
The English School, Nicosia, Cyprus
Mark Anthony O'Neill Mark Anthony O'Neill's Charles Schwab & Co. Experience July 2006 - March 2007
Job Internal Communications Program manager
Industry Information Technology and Services
Experience
Dolby Laboratories February 2015 - Present
Cisco May 2014 - December 2014
Squaw Valley Ski Holdings November 2013 - April 2014
Cisco March 2012 - November 2013
Cisco March 2010 - March 2012
UCSF January 2010 - April 2010
Cisco October 2007 - December 2008
Gap Inc. Direct April 2007 - July 2007
Charles Schwab & Co. July 2006 - March 2007
Riverside Publishing September 2005 - June 2006
Skills
Training, Management, E-Learning, Program Management, Strategy, Instructional Design, Start-ups, Leadership, Project Management, Leadership Development, Change Management, Coaching, Vendor Management, Cross-functional Team..., Social Media, Event Planning, Account Management, Event Management, Trade Shows, ROI Strategies, Onsite Coordination, Logistics Management, Clarizen, Business Development, Team Building, Marketing Communications, English, Microsoft Office, Social Networking, Outlook, Time Management
Education
Florida Atlantic University 1992 — 1994
MA
Fordham University 1988 — 1989
Rutgers University-New Brunswick 1985 — 1986
Cert.
William Paterson University of New Jersey 1978 — 1981
Bachelor of Education (B.Ed.)
Dolby Laboratories February 2015 - Present
Cisco May 2014 - December 2014
Squaw Valley Ski Holdings November 2013 - April 2014
Cisco March 2012 - November 2013
Cisco March 2010 - March 2012
UCSF January 2010 - April 2010
Cisco October 2007 - December 2008
Gap Inc. Direct April 2007 - July 2007
Charles Schwab & Co. July 2006 - March 2007
Riverside Publishing September 2005 - June 2006
Skills
Training, Management, E-Learning, Program Management, Strategy, Instructional Design, Start-ups, Leadership, Project Management, Leadership Development, Change Management, Coaching, Vendor Management, Cross-functional Team..., Social Media, Event Planning, Account Management, Event Management, Trade Shows, ROI Strategies, Onsite Coordination, Logistics Management, Clarizen, Business Development, Team Building, Marketing Communications, English, Microsoft Office, Social Networking, Outlook, Time Management
Education
Florida Atlantic University 1992 — 1994
MA
Fordham University 1988 — 1989
Rutgers University-New Brunswick 1985 — 1986
Cert.
William Paterson University of New Jersey 1978 — 1981
Bachelor of Education (B.Ed.)
Negin Kamangar Negin Kamangar's Charles Schwab & Co. Experience 2006 - 2008
Job Product Marketing & Development, Strategy, Partnerships
Industry Education Management
Experience
Apollo Education Group October 2011 - Present
Apollo Group October 2008 - October 2011
Charles Schwab & Co. 2006 - 2008
Pictureal Corporation 2005 - 2006
Adobe Systems 2004 - 2005
Golden Parachute 1997 - 2004
Universal Studios Hollywood 1996 - 1997
Walt Disney Company 1994 - 1997
Skills
Marketing Strategy, Marketing ROI, Building Strategic..., Leading Cross..., Dealing with Ambiguity, Increasing Profitability, P&L Management, Product Launch, Segmentation, Product Marketing, Product Strategy, Strategic Partnerships, Cross-functional Team..., Product Management, Product Development, Market Research, Marketing Communications, Competitive Analysis, Strategic Planning, Business Development, Email Marketing, Start-ups, Marketing, Brand Management, Entrepreneurship, Leadership, Go-to-market Strategy, Competitive..., Mobile Devices, Advertising, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
Santa Clara University 1986 — 1990
B.S.
Crystal Springs
Apollo Education Group October 2011 - Present
Apollo Group October 2008 - October 2011
Charles Schwab & Co. 2006 - 2008
Pictureal Corporation 2005 - 2006
Adobe Systems 2004 - 2005
Golden Parachute 1997 - 2004
Universal Studios Hollywood 1996 - 1997
Walt Disney Company 1994 - 1997
Skills
Marketing Strategy, Marketing ROI, Building Strategic..., Leading Cross..., Dealing with Ambiguity, Increasing Profitability, P&L Management, Product Launch, Segmentation, Product Marketing, Product Strategy, Strategic Partnerships, Cross-functional Team..., Product Management, Product Development, Market Research, Marketing Communications, Competitive Analysis, Strategic Planning, Business Development, Email Marketing, Start-ups, Marketing, Brand Management, Entrepreneurship, Leadership, Go-to-market Strategy, Competitive..., Mobile Devices, Advertising, Management, Business Strategy
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
Santa Clara University 1986 — 1990
B.S.
Crystal Springs
Cory Van Belois Cory Van Belois's Charles Schwab & Co. Experience June 2015 - Present
Job Instructional Designer, Charles Schwab & Co. (M.Ed. 2016)
Industry Information Technology and Services
Experience
Charles Schwab & Co. June 2015 - Present
Schwab Performance Technologies September 2013 - June 2015
Schwab Performance Technologies September 2011 - August 2013
Schwab Performance Technologies August 2008 - September 2011
Skills
Training, Software Documentation, Technical Support, Process Improvement, Management, Customer Service, Employee Training, Microsoft Office, Windows, Training Delivery, Microsoft SQL Server, Salesforce Training, Salesforce Administrator, Development & delivery..., NetDocuments, Adobe Captivate, SnagIt, Technical Writing, Leadership, Project Management, Instructional Design, Program Management, Team Building, Public Speaking
Education
North Carolina State University 2013 — 2016
Master of Education (M.Ed.), Training and Development
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree, Journalism (Advertising Sequence)
Charles Schwab & Co. June 2015 - Present
Schwab Performance Technologies September 2013 - June 2015
Schwab Performance Technologies September 2011 - August 2013
Schwab Performance Technologies August 2008 - September 2011
Skills
Training, Software Documentation, Technical Support, Process Improvement, Management, Customer Service, Employee Training, Microsoft Office, Windows, Training Delivery, Microsoft SQL Server, Salesforce Training, Salesforce Administrator, Development & delivery..., NetDocuments, Adobe Captivate, SnagIt, Technical Writing, Leadership, Project Management, Instructional Design, Program Management, Team Building, Public Speaking
Education
North Carolina State University 2013 — 2016
Master of Education (M.Ed.), Training and Development
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree, Journalism (Advertising Sequence)
Chad Shepler Chad Shepler's Charles Schwab & Co. Experience February 2005 - August 2006
Job General Manager at Instacart
Industry Hospital & Health Care
Experience
Instacart March 2015 - Present
DocbookMD April 2012 - February 2015
The Home Depot October 2010 - April 2012
Masters Group International, Inc. August 2006 - October 2010
Charles Schwab & Co. February 2005 - August 2006
Masters Group International, Inc. February 2004 - February 2005
JPMorgan June 2002 - February 2004
WineSmart July 2001 - December 2001
Skills
Cross-functional Team..., Leadership, Entrepreneurship, Supply Chain, Analysis, Program Management, Business Process..., Strategic Planning, Project Management, Business Analysis, Retail, Training, Financial Modeling, Sales, Business Strategy, Project Planning, Healthcare, Start-ups, Business Development, Product Development, Strategy, Product Management, Logistics, Competitive Analysis, Management Consulting, Process Improvement, Finance
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Cross Continent
The University of Kansas 1997 — 2001
Bachelor of Arts, Architectural Studies
Language Institute in Barcelona, Spain 1999 — 1999
Advanced Spanish Language and Culture Studies
Instacart March 2015 - Present
DocbookMD April 2012 - February 2015
The Home Depot October 2010 - April 2012
Masters Group International, Inc. August 2006 - October 2010
Charles Schwab & Co. February 2005 - August 2006
Masters Group International, Inc. February 2004 - February 2005
JPMorgan June 2002 - February 2004
WineSmart July 2001 - December 2001
Skills
Cross-functional Team..., Leadership, Entrepreneurship, Supply Chain, Analysis, Program Management, Business Process..., Strategic Planning, Project Management, Business Analysis, Retail, Training, Financial Modeling, Sales, Business Strategy, Project Planning, Healthcare, Start-ups, Business Development, Product Development, Strategy, Product Management, Logistics, Competitive Analysis, Management Consulting, Process Improvement, Finance
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Cross Continent
The University of Kansas 1997 — 2001
Bachelor of Arts, Architectural Studies
Language Institute in Barcelona, Spain 1999 — 1999
Advanced Spanish Language and Culture Studies
Alice Barton Alice Barton's Charles Schwab & Co. Experience January 2004 - August 2004
Job Management Consultant
Industry Management Consulting
Experience
Progressive Health Center July 2015 - Present
Denver Achievement Academy June 2011 - May 2013
Christ Episcopal Church January 2010 - January 2011
Genentech October 2008 - November 2009
Genentech September 2006 - October 2008
Banker's Life and Casualty September 2005 - September 2006
Charles Schwab & Co. January 2004 - August 2004
Sun Microsystems January 2003 - December 2003
General Electric January 2000 - December 2002
General Electric January 1999 - December 1999
Skills
Cross-functional Team..., Strategic Planning, Process Improvement, Program Management, Change Management, Six Sigma, Project Management, Business Process..., Operational Excellence, Leadership, Business Strategy, Team Building, Product Management, Operations Management, Management Consulting, Strategy, Product Development, Management, Vendor Management, Start-ups, Team Leadership, Process Engineering, Competitive Analysis, Marketing, Human Resources, Market Research, Mergers & Acquisitions, Sales, Negotiation, Organizational..., Executive Management, Lead Generation
Education
University of Colorado Denver 2011 — 2013
Master of Public Administration (M.P.A.), School of Public Affairs Nonprofit Management Concentration
Stanford University 2008 — 2008
Non degree program, Stanford Center for Professional Development
Harvard University Extension 1993 — 1994
CSS, Business Administration
Knox College 1981 — 1985
BA, Anthropology/Sociology
East Denver High School 1979 — 1981
HS Diploma, College Prep
Progressive Health Center July 2015 - Present
Denver Achievement Academy June 2011 - May 2013
Christ Episcopal Church January 2010 - January 2011
Genentech October 2008 - November 2009
Genentech September 2006 - October 2008
Banker's Life and Casualty September 2005 - September 2006
Charles Schwab & Co. January 2004 - August 2004
Sun Microsystems January 2003 - December 2003
General Electric January 2000 - December 2002
General Electric January 1999 - December 1999
Skills
Cross-functional Team..., Strategic Planning, Process Improvement, Program Management, Change Management, Six Sigma, Project Management, Business Process..., Operational Excellence, Leadership, Business Strategy, Team Building, Product Management, Operations Management, Management Consulting, Strategy, Product Development, Management, Vendor Management, Start-ups, Team Leadership, Process Engineering, Competitive Analysis, Marketing, Human Resources, Market Research, Mergers & Acquisitions, Sales, Negotiation, Organizational..., Executive Management, Lead Generation
Education
University of Colorado Denver 2011 — 2013
Master of Public Administration (M.P.A.), School of Public Affairs Nonprofit Management Concentration
Stanford University 2008 — 2008
Non degree program, Stanford Center for Professional Development
Harvard University Extension 1993 — 1994
CSS, Business Administration
Knox College 1981 — 1985
BA, Anthropology/Sociology
East Denver High School 1979 — 1981
HS Diploma, College Prep
Jennifer Farless Jennifer Farless's Charles Schwab & Co. Experience March 2000 - July 2004
Job Vice PresidentOperations at LYNCH & Associates
Industry Financial Services
Experience
LYNCH & Associates June 2011 - Present
Scottrade March 2005 - May 2011
Charles Schwab & Co. March 2000 - July 2004
Education
University of Southern Indiana 1993 — 1996
Bachelor of Arts, Sociology
Belmont University 1992 — 1993
LYNCH & Associates June 2011 - Present
Scottrade March 2005 - May 2011
Charles Schwab & Co. March 2000 - July 2004
Education
University of Southern Indiana 1993 — 1996
Bachelor of Arts, Sociology
Belmont University 1992 — 1993
Thomas Pixley Thomas Pixley's Charles Schwab & Co. Experience September 2006 - Present
Job International and Multicultural Marketing, Business Strategy, & Online Product Management
Industry Financial Services
Experience
Charles Schwab & Co. September 2006 - Present
Charles Schwab & Co. November 1998 - September 2006
Pacific Rim Resources February 1997 - November 1998
Taisei Corporation, Tokyo, Japan 1989 - 1993
Education
Peking University
Certificate of Advanced Study
Stanford University
M.A.
Wesleyan University
B.A.
Charles Schwab & Co. September 2006 - Present
Charles Schwab & Co. November 1998 - September 2006
Pacific Rim Resources February 1997 - November 1998
Taisei Corporation, Tokyo, Japan 1989 - 1993
Education
Peking University
Certificate of Advanced Study
Stanford University
M.A.
Wesleyan University
B.A.
Brian Tucker's Charles Schwab & Co. Experience 1998 - 2006
Job Founder/CEO Punta Brava Golf & Surf club
Industry Real Estate
Experience
Proteus Fitness & Training June 2014 - Present
Punta Brava January 2006 - Present
Charles Schwab & Co. 1998 - 2006
Skills
Real Estate, Asset Managment, Real Estate Development, Due Diligence, Business Strategy, Private Equity, Investments, Securities
Education
Pepperdine University School of Law 2003 — 2006
Masters, International Dispute Resolutions
Wheaton College 1994 — 1998
Bachelor of Arts, Business & Economics
Proteus Fitness & Training June 2014 - Present
Punta Brava January 2006 - Present
Charles Schwab & Co. 1998 - 2006
Skills
Real Estate, Asset Managment, Real Estate Development, Due Diligence, Business Strategy, Private Equity, Investments, Securities
Education
Pepperdine University School of Law 2003 — 2006
Masters, International Dispute Resolutions
Wheaton College 1994 — 1998
Bachelor of Arts, Business & Economics
Len Short's Charles Schwab & Co. Experience June 1995 - January 2001
Job Active Angel
Industry Internet
Experience
LotLinx, Inc. November 2011 - Present
United Brand Works September 2006 - Present
Thred.in September 2010 - December 2012
RedEnvelope 2008 - 2008
(RED) June 2004 - September 2006
AOL January 2002 - September 2004
Charles Schwab & Co. June 1995 - January 2001
NW Ayer 1993 - 1995
Ross Roy 1990 - 1992
Digitas 1982 - 1986
Skills
Digital Media, Online Advertising, Digital Marketing, Digital Strategy, E-commerce, Strategic Partnerships, Start-ups, SEM, Product Management, Mobile Marketing, SEO, Marketing Strategy, Web Analytics, Integrated Marketing, Marketing, Email Marketing, Creative Direction, Strategy, Direct Marketing, Social Media Marketing, Lead Generation, Advertising, SaaS, Business Development, Entrepreneurship, Interactive Marketing, Brand Development, PPC, Online Marketing, Angel Investing
Education
Boston University 1978 — 1981
Bachelor of Science (BS), Broadcasting & Film
Northfield Mount Hermon 1975 — 1977
LotLinx, Inc. November 2011 - Present
United Brand Works September 2006 - Present
Thred.in September 2010 - December 2012
RedEnvelope 2008 - 2008
(RED) June 2004 - September 2006
AOL January 2002 - September 2004
Charles Schwab & Co. June 1995 - January 2001
NW Ayer 1993 - 1995
Ross Roy 1990 - 1992
Digitas 1982 - 1986
Skills
Digital Media, Online Advertising, Digital Marketing, Digital Strategy, E-commerce, Strategic Partnerships, Start-ups, SEM, Product Management, Mobile Marketing, SEO, Marketing Strategy, Web Analytics, Integrated Marketing, Marketing, Email Marketing, Creative Direction, Strategy, Direct Marketing, Social Media Marketing, Lead Generation, Advertising, SaaS, Business Development, Entrepreneurship, Interactive Marketing, Brand Development, PPC, Online Marketing, Angel Investing
Education
Boston University 1978 — 1981
Bachelor of Science (BS), Broadcasting & Film
Northfield Mount Hermon 1975 — 1977
Drew Noone Drew Noone's Charles Schwab & Co. Experience January 1987 - October 1996
Job
Industry Financial Services
Experience
Visa September 2014 - Present
Visa April 2013 - September 2014
Charles Schwab May 2011 - April 2013
Wells Fargo April 2010 - May 2011
Advisor Software, Inc. November 2006 - April 2010
FIRE Solutions, Inc. September 2001 - July 2004
Property Capital, Inc. September 2000 - March 2001
Robertson Stephens 1996 - 2000
Charles Schwab & Co. January 1987 - October 1996
Merrill Lynch 1984 - 1987
Skills
C Level Management,..., Financial Product..., Financial Software..., Compliance and..., Distance/e-Learning, Program & Project..., Operations Management, Product Management, Strategy, Strategic Planning, CRM, Competitive Analysis, Program Management, Project Management, Business Process..., Risk Management, Requirements Analysis, Investments, Management, Acquisition Integration, Financial Services, Business Development, Cross-functional Team..., Integration, Business Process, Leadership, Business Strategy, Infrastructure, Start-ups, New Business Development, Analysis, Analytics, Mergers, Outsourcing
Education
Albright College 1974 — 1978
B.S.
St John Vianney High School 1970 — 1978
Visa September 2014 - Present
Visa April 2013 - September 2014
Charles Schwab May 2011 - April 2013
Wells Fargo April 2010 - May 2011
Advisor Software, Inc. November 2006 - April 2010
FIRE Solutions, Inc. September 2001 - July 2004
Property Capital, Inc. September 2000 - March 2001
Robertson Stephens 1996 - 2000
Charles Schwab & Co. January 1987 - October 1996
Merrill Lynch 1984 - 1987
Skills
C Level Management,..., Financial Product..., Financial Software..., Compliance and..., Distance/e-Learning, Program & Project..., Operations Management, Product Management, Strategy, Strategic Planning, CRM, Competitive Analysis, Program Management, Project Management, Business Process..., Risk Management, Requirements Analysis, Investments, Management, Acquisition Integration, Financial Services, Business Development, Cross-functional Team..., Integration, Business Process, Leadership, Business Strategy, Infrastructure, Start-ups, New Business Development, Analysis, Analytics, Mergers, Outsourcing
Education
Albright College 1974 — 1978
B.S.
St John Vianney High School 1970 — 1978
Marilyn Criste Marilyn Criste's Charles Schwab & Co. Experience November 1996 - June 2001
Job Global Studies Management Project support
Industry Biotechnology
Experience
Genentech July 2012 - Present
Novartis Pharmaceuticals May 2012 - July 2012
NeurogesX, Inc. March 2010 - March 2012
Stanford Hospitals and Clinics April 2009 - June 2011
Citibank November 2001 - February 2006
Charles Schwab & Co. November 1996 - June 2001
Skills
Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Accruals, Accounting, Clinical Trials..., PeopleSoft, Accounts Payable, Payroll, Microsoft Excel, Clinical Trials, Project Management
Education
Bay Area Medical Academy
NCCT License, EKG, (Medical Terminology, Allied Health related courses)
College of San Mateo
Allied Health and Scienes
San Francisco State University
Clinical and Industrial Drug Development
University of Hawaii at Manoa
BA, Economics
Genentech July 2012 - Present
Novartis Pharmaceuticals May 2012 - July 2012
NeurogesX, Inc. March 2010 - March 2012
Stanford Hospitals and Clinics April 2009 - June 2011
Citibank November 2001 - February 2006
Charles Schwab & Co. November 1996 - June 2001
Skills
Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Accruals, Accounting, Clinical Trials..., PeopleSoft, Accounts Payable, Payroll, Microsoft Excel, Clinical Trials, Project Management
Education
Bay Area Medical Academy
NCCT License, EKG, (Medical Terminology, Allied Health related courses)
College of San Mateo
Allied Health and Scienes
San Francisco State University
Clinical and Industrial Drug Development
University of Hawaii at Manoa
BA, Economics
Neil Dellacava Neil Dellacava's Charles Schwab & Co. Experience January 1997 - October 2000
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant March 2011 - Present
Wells Fargo Home Mortgage November 2008 - April 2011
Wells Fargo Corp. 2001 - 2008
Charles Schwab & Co. January 1997 - October 2000
Charles Schwab & Co. 1998 - 1999
Citicorp 1985 - 1997
Skills
Strategy, Leadership, Start-ups, Mergers & Acquisitions, Loans, Analytics, Program Management, Financial Services, Process Improvement, Consumer Lending, Mortgage Lending, Banking, Risk Management, Credit, Customer Service, Business Strategy, Portfolio Management, Strategic Planning, Credit Risk, Finance, Management, Investments, Business Transformation, Financial Analysis
Education
Iona College
BA, Mathematics
New York University
MS, Operations Research
Financial Services Consultant March 2011 - Present
Wells Fargo Home Mortgage November 2008 - April 2011
Wells Fargo Corp. 2001 - 2008
Charles Schwab & Co. January 1997 - October 2000
Charles Schwab & Co. 1998 - 1999
Citicorp 1985 - 1997
Skills
Strategy, Leadership, Start-ups, Mergers & Acquisitions, Loans, Analytics, Program Management, Financial Services, Process Improvement, Consumer Lending, Mortgage Lending, Banking, Risk Management, Credit, Customer Service, Business Strategy, Portfolio Management, Strategic Planning, Credit Risk, Finance, Management, Investments, Business Transformation, Financial Analysis
Education
Iona College
BA, Mathematics
New York University
MS, Operations Research
Frank Basa Frank Basa's Charles Schwab & Co. Experience 1986 - 1988
Job IT Consultant
Industry Retail
Experience
IT Consultant January 2015 - Present
Delta Dental California April 2010 - January 2015
Blue Shield of CA October 1999 - September 2009
Levi Strauss 1994 - 1999
Gap Inc. 1989 - 1994
Raychem Corp. 1988 - 1989
Charles Schwab & Co. 1986 - 1988
Skills
Cross-functional Team..., Enterprise Architecture, Business Analysis, Vendor Management, SDLC, Finance, Project Management, Program Management, Manufacturing, Project Portfolio..., Business Process..., Process Improvement, Change Management, PMP, Visio, Management, Healthcare, MS Project, Requirements Analysis, Software Project..., Team Management, Disaster Recovery, IT Strategy, ITIL, Software Documentation, Product Management, Information Technology, Business Requirements, Team Leadership, IT Management, Integration, Management Consulting, Software Development, Strategy, Consulting, PMO, Telecommunications, Business Process, Requirements Gathering, Business Intelligence, Enterprise Software, IT Service Management, Outsourcing, SharePoint, Resource Management, Governance, Infrastructure, CRM, Data Warehousing, Data Center
Education
Golden Gate University 1984 — 1996
MBA, Information Systems & Telecommunications
University of Maryland College Park 1980 — 1983
Undergraduate, Undergraduate Work
Susquhanna Valley High 1973 — 1976
Business Administration and Management, General
IT Consultant January 2015 - Present
Delta Dental California April 2010 - January 2015
Blue Shield of CA October 1999 - September 2009
Levi Strauss 1994 - 1999
Gap Inc. 1989 - 1994
Raychem Corp. 1988 - 1989
Charles Schwab & Co. 1986 - 1988
Skills
Cross-functional Team..., Enterprise Architecture, Business Analysis, Vendor Management, SDLC, Finance, Project Management, Program Management, Manufacturing, Project Portfolio..., Business Process..., Process Improvement, Change Management, PMP, Visio, Management, Healthcare, MS Project, Requirements Analysis, Software Project..., Team Management, Disaster Recovery, IT Strategy, ITIL, Software Documentation, Product Management, Information Technology, Business Requirements, Team Leadership, IT Management, Integration, Management Consulting, Software Development, Strategy, Consulting, PMO, Telecommunications, Business Process, Requirements Gathering, Business Intelligence, Enterprise Software, IT Service Management, Outsourcing, SharePoint, Resource Management, Governance, Infrastructure, CRM, Data Warehousing, Data Center
Education
Golden Gate University 1984 — 1996
MBA, Information Systems & Telecommunications
University of Maryland College Park 1980 — 1983
Undergraduate, Undergraduate Work
Susquhanna Valley High 1973 — 1976
Business Administration and Management, General
John Phelan John Phelan's Charles Schwab & Co. Experience 1987 - 1990
Job Practice Leader at IBM
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM July 2013 - Present
IBM 2011 - Present
IBM June 2006 - December 2010
The Support Group April 2003 - May 2006
Chemdex/Ventro 1999 - 2001
Claris Corporation 1992 - 1998
Charles Schwab & Co. 1987 - 1990
Skills
Mobile Applications, Mobile Technology, Strategic Partnerships, Cloud Computing, New Business Development, Product Management, Enterprise Software, Professional Services, SaaS, Management, Solution Selling, C-Level Relationships, Go-to-market Strategy, Business Analysis, Integration, B2B, Business Process, Software Industry, Databases, Web Applications, Team Leadership, Pre-sales, Architecture, CRM, Business Intelligence, Partner Management, IT Strategy
Education
Colgate University 1976 — 1980
BA
San Francisco State University
MBA
IBM July 2015 - Present
IBM July 2013 - Present
IBM 2011 - Present
IBM June 2006 - December 2010
The Support Group April 2003 - May 2006
Chemdex/Ventro 1999 - 2001
Claris Corporation 1992 - 1998
Charles Schwab & Co. 1987 - 1990
Skills
Mobile Applications, Mobile Technology, Strategic Partnerships, Cloud Computing, New Business Development, Product Management, Enterprise Software, Professional Services, SaaS, Management, Solution Selling, C-Level Relationships, Go-to-market Strategy, Business Analysis, Integration, B2B, Business Process, Software Industry, Databases, Web Applications, Team Leadership, Pre-sales, Architecture, CRM, Business Intelligence, Partner Management, IT Strategy
Education
Colgate University 1976 — 1980
BA
San Francisco State University
MBA
Ashley Burkhardt Duva Ashley Burkhardt Duva's Charles Schwab & Co. Experience June 1999 - February 2001
Job
Industry Financial Services
Experience
Duva International Group August 2012 - Present
Strategic Global Advisors, LLC June 2007 - July 2012
Charles Schwab February 2006 - May 2007
Charles Schwab February 2001 - February 2006
Charles Schwab & Co. June 1999 - February 2001
Education
Sewanee-The University of the South 1994 — 1998
BA
Duva International Group August 2012 - Present
Strategic Global Advisors, LLC June 2007 - July 2012
Charles Schwab February 2006 - May 2007
Charles Schwab February 2001 - February 2006
Charles Schwab & Co. June 1999 - February 2001
Education
Sewanee-The University of the South 1994 — 1998
BA
Karen Chuday Karen Chuday's Charles Schwab & Co. Experience February 2000 - December 2007
Job Independent Business Consultant
Industry Financial Services
Experience
Rational Thinking, LLC January 2009 - Present
Charles Schwab & Co. February 2000 - December 2007
Bank of America April 1985 - April 1999
Skills
Banking, Financial Services, Capital Markets, Finance, Internal Audit, Management, Governance, Risk Management, Credit, Business Strategy, Asset Managment, Process Improvement, Portfolio Management, Investments, Securities, Corporate Finance, Start-ups, Credit Risk, Asset Management, Treasury Management, Strategic Planning, Strategic Financial..., Wealth Management, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Analysis, Mutual Funds, micro lending
Education
Eastern Washington University
Bachelor of Science, Organizational & Mass Communication
Gonzaga University - School of Business Administration
Masters, Business, Finance
Rational Thinking, LLC January 2009 - Present
Charles Schwab & Co. February 2000 - December 2007
Bank of America April 1985 - April 1999
Skills
Banking, Financial Services, Capital Markets, Finance, Internal Audit, Management, Governance, Risk Management, Credit, Business Strategy, Asset Managment, Process Improvement, Portfolio Management, Investments, Securities, Corporate Finance, Start-ups, Credit Risk, Asset Management, Treasury Management, Strategic Planning, Strategic Financial..., Wealth Management, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Analysis, Mutual Funds, micro lending
Education
Eastern Washington University
Bachelor of Science, Organizational & Mass Communication
Gonzaga University - School of Business Administration
Masters, Business, Finance
Toni Tran Toni Tran's Charles Schwab & Co. Experience June 2009 - July 2010
Job Principle at Pacific Gas and Electric Company
Industry Telecommunications
Experience
Pacific Gas and Electric Company July 2013 - Present
Lifebook December 2012 - January 2015
Dolby Laboratories September 2011 - July 2013
Archetype International, Inc. 2010 - 2012
Charles Schwab & Co. June 2009 - July 2010
Gap, Inc. September 2008 - November 2009
Symantec Corp. (VERITAS) 2003 - August 2008
VERITAS Software 2003 - 2006
Calix Networks, Inc. June 2000 - August 2002
SBC Services, Inc. June 1998 - May 2000
Skills
Product Management, Cross-functional Team..., Vendor Management, Contract Negotiation, Contract Management, Strategic Sourcing, Process Improvement, Team Building, Strategy, Coaching, Cloud Computing, Entrepreneurship, New Business Development, Data Privacy, Management, Outsourcing, CRM, Start-ups, Training, Telecommunications, Negotiation, Mergers & Acquisitions, Project Planning, Procurement, Analysis, Business Process, Risk Management, Sourcing, Sales, Human Resources, Business Development, Leadership, Enterprise Software, Program Management, Strategic Planning, Project Management, Consulting
Education
Northeastern University School of Law 1995 — 1998
Juris Doctorate
University of Washington 1991 — 1994
BS, Finance and Marketing
Pacific Gas and Electric Company July 2013 - Present
Lifebook December 2012 - January 2015
Dolby Laboratories September 2011 - July 2013
Archetype International, Inc. 2010 - 2012
Charles Schwab & Co. June 2009 - July 2010
Gap, Inc. September 2008 - November 2009
Symantec Corp. (VERITAS) 2003 - August 2008
VERITAS Software 2003 - 2006
Calix Networks, Inc. June 2000 - August 2002
SBC Services, Inc. June 1998 - May 2000
Skills
Product Management, Cross-functional Team..., Vendor Management, Contract Negotiation, Contract Management, Strategic Sourcing, Process Improvement, Team Building, Strategy, Coaching, Cloud Computing, Entrepreneurship, New Business Development, Data Privacy, Management, Outsourcing, CRM, Start-ups, Training, Telecommunications, Negotiation, Mergers & Acquisitions, Project Planning, Procurement, Analysis, Business Process, Risk Management, Sourcing, Sales, Human Resources, Business Development, Leadership, Enterprise Software, Program Management, Strategic Planning, Project Management, Consulting
Education
Northeastern University School of Law 1995 — 1998
Juris Doctorate
University of Washington 1991 — 1994
BS, Finance and Marketing
Pam Schiefelbein's Charles Schwab & Co. Experience 1994 - 2001
Job Director Strategic Operations and Training at Avant Healthcare
Industry Marketing and Advertising
Experience
Avant Healthcare January 2015 - Present
Avant Healthcare January 2014 - January 2015
Avant Healthcare April 2009 - January 2014
Avant Healthcare August 2001 - April 2007
Charles Schwab & Co. 1994 - 2001
Skills
Pharmaceutical Industry, Marketing Strategy, Account Management, Leadership, Product Launch, Marketing, Cross-functional Team..., Competitive Intelligence, Data Analysis, Management, Strategic Planning, Project Management, Pharmaceutical Sales, Oncology, Marketing Communications, Process Improvement, Marketing Management, Market Research, Strategy, Competitive Analysis, Business Development, Healthcare
Education
Butler University 1985 — 1989
BS, Biology
Avant Healthcare January 2015 - Present
Avant Healthcare January 2014 - January 2015
Avant Healthcare April 2009 - January 2014
Avant Healthcare August 2001 - April 2007
Charles Schwab & Co. 1994 - 2001
Skills
Pharmaceutical Industry, Marketing Strategy, Account Management, Leadership, Product Launch, Marketing, Cross-functional Team..., Competitive Intelligence, Data Analysis, Management, Strategic Planning, Project Management, Pharmaceutical Sales, Oncology, Marketing Communications, Process Improvement, Marketing Management, Market Research, Strategy, Competitive Analysis, Business Development, Healthcare
Education
Butler University 1985 — 1989
BS, Biology
John Winslow's Charles Schwab & Co. Experience June 1998 - September 2002
Job Managing Partner, Gill Capital Partners
Industry Investment Management
Experience
Gill Capital Partners February 2003 - Present
O'Brien Capital Management September 2002 - February 2003
Charles Schwab & Co. June 1998 - September 2002
Skills
Investments, Asset Management, Portfolio Management, Finance, Wealth Management, Management, Alternative Investments, Series 7, Strategic Financial..., 401k, Asset Allocation
Education
Indiana University - Kelley School of Business 1994 — 1998
Gill Capital Partners February 2003 - Present
O'Brien Capital Management September 2002 - February 2003
Charles Schwab & Co. June 1998 - September 2002
Skills
Investments, Asset Management, Portfolio Management, Finance, Wealth Management, Management, Alternative Investments, Series 7, Strategic Financial..., 401k, Asset Allocation
Education
Indiana University - Kelley School of Business 1994 — 1998
Chris Randolph's Charles Schwab & Co. Experience January 2008 - July 2009
Job Senior Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade August 2010 - Present
Charles Schwab & Co. January 2008 - July 2009
Edinger Engineering May 2004 - August 2004
DSMAX December 2002 - May 2003
Skills
Investments, Trading, Bloomberg, Options, Financial Services, Analysis, Finance, Management, Leadership, Series 63, Training, Sales, Technical Analysis, Trading Strategies, Options Strategies, Securities, Mutual Funds, Series 7, Equities
Education
University of Colorado at Denver 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
Bentley University 2001 — 2006
B.S., Finance
University of Oklahoma 2002 — 2002
Bachelor of Science Degree
Scottrade August 2010 - Present
Charles Schwab & Co. January 2008 - July 2009
Edinger Engineering May 2004 - August 2004
DSMAX December 2002 - May 2003
Skills
Investments, Trading, Bloomberg, Options, Financial Services, Analysis, Finance, Management, Leadership, Series 63, Training, Sales, Technical Analysis, Trading Strategies, Options Strategies, Securities, Mutual Funds, Series 7, Equities
Education
University of Colorado at Denver 2009 — 2010
Master of Science (M.S.), Finance, General, 3.8
Bentley University 2001 — 2006
B.S., Finance
University of Oklahoma 2002 — 2002
Bachelor of Science Degree
Robert Mutchek Robert Mutchek's Charles Schwab & Co. Experience November 2007 - April 2009
Job Sr. Business Analyst at Ingenix / United Health Group
Industry Computer Software
Experience
Ingenix / United Health Group May 2009 - Present
Charles Schwab & Co. November 2007 - April 2009
nQueue, Inc. February 2006 - July 2007
Anasazi Software, Inc. February 2000 - February 2006
Minisoft, Inc. August 1996 - November 1999
Computer Systems Solutions, Inc. 1986 - 1996
Education
Southern Illinois University, Carbondale 1975 — 1982
BA, Computer Science
Southern Illinois University, Carbondale 1975 — 1982
BS, Business Economics
Ingenix / United Health Group May 2009 - Present
Charles Schwab & Co. November 2007 - April 2009
nQueue, Inc. February 2006 - July 2007
Anasazi Software, Inc. February 2000 - February 2006
Minisoft, Inc. August 1996 - November 1999
Computer Systems Solutions, Inc. 1986 - 1996
Education
Southern Illinois University, Carbondale 1975 — 1982
BA, Computer Science
Southern Illinois University, Carbondale 1975 — 1982
BS, Business Economics
Matthew Pixa Matthew Pixa's Charles Schwab & Co. Experience March 1999 - December 2004
Job Registered Investment Advisor, Fee Only, 401k Rollovers, Ethical Portfolio Management, Investment Advice
Industry Investment Management
Experience
My Portfolio Guide, LLC May 2010 - Present
St. Joseph Catholic School September 2012 - October 2012
Deloitte January 2009 - May 2010
Charles Schwab & Co. March 1999 - December 2004
Prudential Financial April 1998 - March 1999
Rollins Leasing Corporation February 1995 - April 1998
A.G. Edwards 1993 - 1994
Skills
Strategic Financial...
Education
Arizona State University 2005 — 2007
MBA
Arizona State University - W. P. Carey School of Business 2005 — 2007
MBA
California State University-Long Beach 1991 — 1994
BA, Economics
Half Moon Bay High School
My Portfolio Guide, LLC May 2010 - Present
St. Joseph Catholic School September 2012 - October 2012
Deloitte January 2009 - May 2010
Charles Schwab & Co. March 1999 - December 2004
Prudential Financial April 1998 - March 1999
Rollins Leasing Corporation February 1995 - April 1998
A.G. Edwards 1993 - 1994
Skills
Strategic Financial...
Education
Arizona State University 2005 — 2007
MBA
Arizona State University - W. P. Carey School of Business 2005 — 2007
MBA
California State University-Long Beach 1991 — 1994
BA, Economics
Half Moon Bay High School
Jeff Torchon Jeff Torchon's Charles Schwab & Co. Experience 1998 - 1999
Job Principal at Alpha FMC
Industry Financial Services
Experience
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
Robert Mundell's Charles Schwab & Co. Experience 1992 - 2003
Job Owner, True North Sailing Services, Inc.
Industry Maritime
Experience
Charles Schwab January 2013 - Present
True North sailing Services January 2002 - September 2013
Charles Schwab & Co. 1992 - 2003
Charles Schwab 1996 - 1997
Education
Ball State University 1987 — 1991
Charles Schwab January 2013 - Present
True North sailing Services January 2002 - September 2013
Charles Schwab & Co. 1992 - 2003
Charles Schwab 1996 - 1997
Education
Ball State University 1987 — 1991
Tom St. John Tom St. John's Charles Schwab & Co. Experience 1999 - 2004
Job Call Volume Manager at Fidelity Investments
Industry Telecommunications
Experience
Cashmere Floors February 2012 - June 2013
StarTek February 2010 - January 2011
Charles Schwab & Company February 2008 - July 2009
Great-West Life & Assurance January 2005 - March 2007
Charles Schwab & Co. 1999 - 2004
Charles Schwab & Co. 1996 - 1999
Charles Schwab & Co. 1994 - 1996
Charles Schwab & Co. 1992 - 1994
Charles Schwab & Co. 1991 - 1992
Skills
Workforce Management, Call Routing, Call Processing, Resource Management, Staff Scheduling, Account Management, Equity Compensation, Project Management
Education
Santa Clara University - Leavey School of Business 2008 — 2009
CEP, Certified Equity Professional
Arapahoe Community College
Business Management
Fort Lewis College
Political Science
Cashmere Floors February 2012 - June 2013
StarTek February 2010 - January 2011
Charles Schwab & Company February 2008 - July 2009
Great-West Life & Assurance January 2005 - March 2007
Charles Schwab & Co. 1999 - 2004
Charles Schwab & Co. 1996 - 1999
Charles Schwab & Co. 1994 - 1996
Charles Schwab & Co. 1992 - 1994
Charles Schwab & Co. 1991 - 1992
Skills
Workforce Management, Call Routing, Call Processing, Resource Management, Staff Scheduling, Account Management, Equity Compensation, Project Management
Education
Santa Clara University - Leavey School of Business 2008 — 2009
CEP, Certified Equity Professional
Arapahoe Community College
Business Management
Fort Lewis College
Political Science
Steve Blankenship Steve Blankenship's Charles Schwab & Co. Experience July 2000 - September 2006
Job Account Manager at Builder's Depot Inc. AZ
Industry Construction
Experience
Builder's Depot Inc. AZ June 2014 - Present
The Salvation Army November 2011 - January 2014
Mingus Union H.S. District #4 April 2007 - November 2009
Charles Schwab & Co. July 2000 - September 2006
NK David Constructors January 1998 - July 2000
Shrader Martinez Construction October 1996 - January 1998
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, English, Windows, Research, Outlook, Teaching, Contract Management, Project Management, Budgets, Administration, Management, Public Speaking, Leadership, Strategic Planning
Education
Arizona State University 1978 — 1980
Builder's Depot Inc. AZ June 2014 - Present
The Salvation Army November 2011 - January 2014
Mingus Union H.S. District #4 April 2007 - November 2009
Charles Schwab & Co. July 2000 - September 2006
NK David Constructors January 1998 - July 2000
Shrader Martinez Construction October 1996 - January 1998
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, English, Windows, Research, Outlook, Teaching, Contract Management, Project Management, Budgets, Administration, Management, Public Speaking, Leadership, Strategic Planning
Education
Arizona State University 1978 — 1980
Shari V Andrews Shari V Andrews's Charles Schwab & Co. Experience June 2000 - June 2001
Job Chief Executive Officer Florals by Shari
Industry Retail
Experience
Florals by Shari February 2012 - Present
Atlas Securities, Inc February 2006 - February 2007
Charles Schwab & Co. June 2000 - June 2001
Charles Schwab & Co April 1998 - June 2000
Thomson McKinnon Securities January 1984 - January 1984
Skills
Floral Design, Customer Service, Holidays, Sales, Customer Satisfaction, Team Building, Anniversaries, Flowers, Banking, Financial Advisory, Sales Management, Advertising, Leadership, Strategy, Management, Public Speaking, Social Media
Education
Golden Gate University 2002 — 2003
Business Administration and Management, General
Illinois State University 1974 — 1978
Bachelor of Science (B.S.), Mass Communication/Media Studies
Florals by Shari February 2012 - Present
Atlas Securities, Inc February 2006 - February 2007
Charles Schwab & Co. June 2000 - June 2001
Charles Schwab & Co April 1998 - June 2000
Thomson McKinnon Securities January 1984 - January 1984
Skills
Floral Design, Customer Service, Holidays, Sales, Customer Satisfaction, Team Building, Anniversaries, Flowers, Banking, Financial Advisory, Sales Management, Advertising, Leadership, Strategy, Management, Public Speaking, Social Media
Education
Golden Gate University 2002 — 2003
Business Administration and Management, General
Illinois State University 1974 — 1978
Bachelor of Science (B.S.), Mass Communication/Media Studies
Cesar Blengino Cesar Blengino's Charles Schwab & Co. Experience July 2008 - December 2010
Job Middle Office Specialist at Mellon Capital
Industry Financial Services
Experience
Franklin Templeton Investments February 2015 - Present
Mellon Capital September 2013 - January 2015
Charles Schwab Investment Management December 2010 - January 2013
Charles Schwab & Co. July 2008 - December 2010
Charles Schwab & Co. 2000 - 2008
Charles Schwab & Co. 1996 - 2000
Education
Golden Gate University
Masters of Science in Finance
St. Mary's College of California
Bachelor of Arts (B.A.), Business/Commerce, General
Franklin Templeton Investments February 2015 - Present
Mellon Capital September 2013 - January 2015
Charles Schwab Investment Management December 2010 - January 2013
Charles Schwab & Co. July 2008 - December 2010
Charles Schwab & Co. 2000 - 2008
Charles Schwab & Co. 1996 - 2000
Education
Golden Gate University
Masters of Science in Finance
St. Mary's College of California
Bachelor of Arts (B.A.), Business/Commerce, General
David Bogumil David Bogumil's Charles Schwab & Co. Experience May 2006 - January 2009
Job Enterprise Architect at Tata Consultancy Services
Industry Hospital & Health Care
Experience
Tata Consultancy Services May 2011 - Present
Teradata via RamSoft Consulting, Inc. November 2010 - March 2011
Bogumil Consulting Services August 2009 - December 2010
Bank of the west August 2009 - November 2010
Charles Schwab & Co. May 2006 - January 2009
Charles Schwab & Co. May 2005 - May 2006
Charles Schwab & Co. July 2002 - May 2005
Independent Consultant January 2000 - July 2002
Wells Fargo Bank April 1997 - December 1999
Skills
Oracle, Unix, Strategy, ETL, Data Warehousing, Databases, Data Modeling, Database Design, SDLC, Management
Education
University of California, San Francisco 1980 — 2007
N/a, Technical Seminars & Mgmt Training
University of Nevada-Reno 1983 — 1986
Continued studies-Computer Science and CIS
Erie Community College 1978 — 1980
AAS, Data Processing (Computer Information Systems)
Tata Consultancy Services May 2011 - Present
Teradata via RamSoft Consulting, Inc. November 2010 - March 2011
Bogumil Consulting Services August 2009 - December 2010
Bank of the west August 2009 - November 2010
Charles Schwab & Co. May 2006 - January 2009
Charles Schwab & Co. May 2005 - May 2006
Charles Schwab & Co. July 2002 - May 2005
Independent Consultant January 2000 - July 2002
Wells Fargo Bank April 1997 - December 1999
Skills
Oracle, Unix, Strategy, ETL, Data Warehousing, Databases, Data Modeling, Database Design, SDLC, Management
Education
University of California, San Francisco 1980 — 2007
N/a, Technical Seminars & Mgmt Training
University of Nevada-Reno 1983 — 1986
Continued studies-Computer Science and CIS
Erie Community College 1978 — 1980
AAS, Data Processing (Computer Information Systems)
Michael DeFlorimonte Michael DeFlorimonte's Charles Schwab & Co. Experience June 1997 - October 2001
Job Publisher at theREGISTRYBayArea.com
Industry Marketing and Advertising
Experience
theREGISTRYBayArea.com January 2014 - Present
michaelD. Communications January 2007 - Present
African American Employee Network (AAEN Bay Area) 2011 - 2015
African American Employee Network (AAEN Bay Area) 2011 - 2015
African American Employee Network (AAEN Bay Area) 2011 - 2015
The Rock Church January 2007 - July 2010
(Various clients) June 1995 - January 2007
Charles Schwab & Co. June 1997 - October 2001
Skills
Strategic Partnerships, Brand Management, Marketing Communications, Strategic Planning, Public Relations, Fundraising, Non-profits, Marketing Strategy, Public Speaking, Social Media Marketing, Product Marketing, Marketing, Community Outreach, Social Networking, Email Marketing, Strategy, Business Development, Program Management, Advertising, Market Research, Digital Media, Integrated Marketing, Management, Entrepreneurship, Nonprofits, New Media, Business Strategy, Community Development, Online Advertising, Sales Promotion
Education
Stanford University
theREGISTRYBayArea.com January 2014 - Present
michaelD. Communications January 2007 - Present
African American Employee Network (AAEN Bay Area) 2011 - 2015
African American Employee Network (AAEN Bay Area) 2011 - 2015
African American Employee Network (AAEN Bay Area) 2011 - 2015
The Rock Church January 2007 - July 2010
(Various clients) June 1995 - January 2007
Charles Schwab & Co. June 1997 - October 2001
Skills
Strategic Partnerships, Brand Management, Marketing Communications, Strategic Planning, Public Relations, Fundraising, Non-profits, Marketing Strategy, Public Speaking, Social Media Marketing, Product Marketing, Marketing, Community Outreach, Social Networking, Email Marketing, Strategy, Business Development, Program Management, Advertising, Market Research, Digital Media, Integrated Marketing, Management, Entrepreneurship, Nonprofits, New Media, Business Strategy, Community Development, Online Advertising, Sales Promotion
Education
Stanford University
Edie Heilman Edie Heilman's Charles Schwab & Co. Experience June 2006 - October 2008
Job
Industry Professional Training & Coaching
Experience
Mariposa Leadership 2010 - Present
Sequoia Leadership Consulting January 2009 - Present
Commonwealth Club, Mercy Housing California and Westover School 2008 - Present
Charles Schwab & Co. June 2006 - October 2008
Schwab Institutional 2004 - 2006
Charles Schwab 1999 - 2003
Share Group (Share Commercial Services) 1995 - 1997
Working Assets 1994 - 1996
Pacific Bell 1983 - 1994
Skills
Executive Coaching, Leadership Development, Strategic Planning, Coaching, Change Leadership, MBTI, Business Strategy, Leadership, Change Management, Management, Team Management, Strategy, Organizational..., Employee Engagement, Marketing Strategy, Team Building, Entrepreneurship, Cross-functional Team..., Mergers & Acquisitions, Executive Management, Start-ups, Product Development, Organizational..., Training, Workshop Facilitation, Product Management, Business Planning, Management Consulting, Consulting, 360 Feedback, Executive Development
Education
Haas School of Business, UC Berkeley
MBA
Stanford University
BA
Mariposa Leadership 2010 - Present
Sequoia Leadership Consulting January 2009 - Present
Commonwealth Club, Mercy Housing California and Westover School 2008 - Present
Charles Schwab & Co. June 2006 - October 2008
Schwab Institutional 2004 - 2006
Charles Schwab 1999 - 2003
Share Group (Share Commercial Services) 1995 - 1997
Working Assets 1994 - 1996
Pacific Bell 1983 - 1994
Skills
Executive Coaching, Leadership Development, Strategic Planning, Coaching, Change Leadership, MBTI, Business Strategy, Leadership, Change Management, Management, Team Management, Strategy, Organizational..., Employee Engagement, Marketing Strategy, Team Building, Entrepreneurship, Cross-functional Team..., Mergers & Acquisitions, Executive Management, Start-ups, Product Development, Organizational..., Training, Workshop Facilitation, Product Management, Business Planning, Management Consulting, Consulting, 360 Feedback, Executive Development
Education
Haas School of Business, UC Berkeley
MBA
Stanford University
BA
Deborah Ebner Deborah Ebner's Charles Schwab & Co. Experience May 1996 - September 2008
Job President at ERISA Consulting Group, L.L.C.
Industry Legal Services
Experience
ERISA Consulting Group, L.L.C. March 2009 - Present
Charles Schwab & Co. May 1996 - September 2008
The 401(k) Company 1996 - 2008
Skills
Securities, 401k, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Pensions, Retirement, Defined Benefit, Profit Sharing, Retirement Planning
Education
South Texas College of Law 1991 — 1995
Austin College 1982 — 1987
B.A., Business Administration
University of Arizona 1982 — 1985
Animal Sciences
Spring Branch
ERISA Consulting Group, L.L.C. March 2009 - Present
Charles Schwab & Co. May 1996 - September 2008
The 401(k) Company 1996 - 2008
Skills
Securities, 401k, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Pensions, Retirement, Defined Benefit, Profit Sharing, Retirement Planning
Education
South Texas College of Law 1991 — 1995
Austin College 1982 — 1987
B.A., Business Administration
University of Arizona 1982 — 1985
Animal Sciences
Spring Branch
Henry Suen Henry Suen's Charles Schwab & Co. Experience December 2002 - May 2004
Job Fixed Income Research Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Investment Management September 2011 - Present
National Football League August 2013 - Present
KPMG August 2010 - September 2011
Federal Reserve Bank of San Francisco February 2010 - August 2010
Federal Reserve Bank of New York August 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Moody's KMV June 2004 - June 2006
Charles Schwab & Co. December 2002 - May 2004
SmartForce July 2000 - November 2002
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Bloomberg, Financial Analysis, Equities, Investments, Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
University of California, Berkeley 1995 — 2000
BS, Civil & Environmental Engineering
Charles Schwab Investment Management September 2011 - Present
National Football League August 2013 - Present
KPMG August 2010 - September 2011
Federal Reserve Bank of San Francisco February 2010 - August 2010
Federal Reserve Bank of New York August 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Moody's KMV June 2004 - June 2006
Charles Schwab & Co. December 2002 - May 2004
SmartForce July 2000 - November 2002
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Bloomberg, Financial Analysis, Equities, Investments, Analysis, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
University of California, Berkeley 1995 — 2000
BS, Civil & Environmental Engineering
Duane Burton Duane Burton's Charles Schwab & Co. Experience September 1999 - November 2004
Job Sr. Manager, Advanced Analytics & Insights
Industry Consumer Goods
Experience
Mars April 2013 - Present
Mars September 2010 - April 2013
Wm. Wrigley Jr. Company June 2008 - September 2010
Wm. Wrigley Jr. Company June 2007 - June 2008
The AC Nielsen Center at the University of Wisconsin August 2005 - May 2007
Johnson & Johnson March 2006 - August 2006
Charles Schwab & Co. September 1999 - November 2004
Indiana Department of Financial Institutions June 1998 - September 1999
Skills
Consumer Insights, Analytics, Competitive Analysis, Marketing Research, Consumer Behavior, Media Measurement, Strategy Development, Product Testing, Customer Insight, Strategy, Consumer Behaviour, Forecasting, Cross-functional Team..., Business Strategy, Brand Equity, Segmentation, Analysis, Management, Pricing, Market Research
Education
University of Wisconsin-Madison - School of Business 2005 — 2007
MBA, Marketing Research
Indiana University Bloomington 1997 — 2001
B.A., Economics
Indiana State University 1993 — 1996
B.S., Business Administration
Mars April 2013 - Present
Mars September 2010 - April 2013
Wm. Wrigley Jr. Company June 2008 - September 2010
Wm. Wrigley Jr. Company June 2007 - June 2008
The AC Nielsen Center at the University of Wisconsin August 2005 - May 2007
Johnson & Johnson March 2006 - August 2006
Charles Schwab & Co. September 1999 - November 2004
Indiana Department of Financial Institutions June 1998 - September 1999
Skills
Consumer Insights, Analytics, Competitive Analysis, Marketing Research, Consumer Behavior, Media Measurement, Strategy Development, Product Testing, Customer Insight, Strategy, Consumer Behaviour, Forecasting, Cross-functional Team..., Business Strategy, Brand Equity, Segmentation, Analysis, Management, Pricing, Market Research
Education
University of Wisconsin-Madison - School of Business 2005 — 2007
MBA, Marketing Research
Indiana University Bloomington 1997 — 2001
B.A., Economics
Indiana State University 1993 — 1996
B.S., Business Administration
Doug Kutilek Doug Kutilek's Charles Schwab & Co. Experience November 2008 - Present
Job Registered Representative at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. November 2008 - Present
The Arizona Lending Source May 2008 - November 2008
Personniq 2007 - 2008
Foundations Financial 2005 - 2008
Education
State University of New York College at Brockport 1987 — 1993
Economics, Physics, Mathematics
Charles Schwab & Co. November 2008 - Present
The Arizona Lending Source May 2008 - November 2008
Personniq 2007 - 2008
Foundations Financial 2005 - 2008
Education
State University of New York College at Brockport 1987 — 1993
Economics, Physics, Mathematics
David Pope David Pope's Charles Schwab & Co. Experience November 1997 - April 1999
Job
Industry Information Technology and Services
Experience
Facebook December 2014 - Present
SCOPIX September 2013 - October 2014
Yahoo! March 2012 - September 2013
Yahoo! October 2008 - March 2012
Yahoo! February 2008 - October 2008
Yahoo July 2007 - February 2008
Reactrix Systems, Inc. March 2005 - July 2007
Crystal Boundaries, LLC May 2000 - March 2005
Simplexity, Inc. April 1999 - June 2000
Charles Schwab & Co. November 1997 - April 1999
Skills
Integration, Virtualization, Big Data, E-commerce, Leadership, Perl, Linux, Agile Methodologies, Project Management, C++, Machine Learning, Amazon Web Services..., Network Security, Large Scale Systems, Software Project..., Java, Cloud Computing, REST, Apache, Program Management, Business Process, Shell Scripting, Distributed Systems, Solaris, Unix, C, SQL, MySQL, Data Center, Product Management, Scalability, Software Engineering, Agile Project Management, Quality Assurance, Software Development, Python, Mobile Applications, System Architecture, Customer Service, Web Applications, Bash, Hardware, PHP, Scrum, Mobile Devices, VMware, Continuous Integration, Cross-functional Team..., Analytics, Enterprise Software
Education
Michigan State University 1988 — 1993
Bachelor of Science (BS), Computer Science
Lapeer East High School 1984 — 1988
Facebook December 2014 - Present
SCOPIX September 2013 - October 2014
Yahoo! March 2012 - September 2013
Yahoo! October 2008 - March 2012
Yahoo! February 2008 - October 2008
Yahoo July 2007 - February 2008
Reactrix Systems, Inc. March 2005 - July 2007
Crystal Boundaries, LLC May 2000 - March 2005
Simplexity, Inc. April 1999 - June 2000
Charles Schwab & Co. November 1997 - April 1999
Skills
Integration, Virtualization, Big Data, E-commerce, Leadership, Perl, Linux, Agile Methodologies, Project Management, C++, Machine Learning, Amazon Web Services..., Network Security, Large Scale Systems, Software Project..., Java, Cloud Computing, REST, Apache, Program Management, Business Process, Shell Scripting, Distributed Systems, Solaris, Unix, C, SQL, MySQL, Data Center, Product Management, Scalability, Software Engineering, Agile Project Management, Quality Assurance, Software Development, Python, Mobile Applications, System Architecture, Customer Service, Web Applications, Bash, Hardware, PHP, Scrum, Mobile Devices, VMware, Continuous Integration, Cross-functional Team..., Analytics, Enterprise Software
Education
Michigan State University 1988 — 1993
Bachelor of Science (BS), Computer Science
Lapeer East High School 1984 — 1988
Jason Alcantara Jason Alcantara's Charles Schwab & Co. Experience September 2011 - December 2014
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab & Co. September 2011 - December 2014
Genentech April 2011 - October 2011
Property Management Systems 2010 - 2011
Charles Schwab May 2008 - November 2009
Skills
Product Management, Financial Risk, Access, Customer Service, Leadership, Finance, Portfolio Management, Research, Management, Social Media Marketing, Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Applicant Tracking..., Social Media, Microsoft Word, Event Planning, Strategy, Project Management, Cross-functional Team..., Sales, Public Speaking
Education
Keller Graduate School of Management
Master of Business Administration (MBA)
University of San Francisco 2000 — 2004
Bachelor of Science in Business Administration, Marketing
University of San Francisco 2000 — 2004
Minor, Legal Studies, General
Charles Schwab December 2014 - Present
Charles Schwab & Co. September 2011 - December 2014
Genentech April 2011 - October 2011
Property Management Systems 2010 - 2011
Charles Schwab May 2008 - November 2009
Skills
Product Management, Financial Risk, Access, Customer Service, Leadership, Finance, Portfolio Management, Research, Management, Social Media Marketing, Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Applicant Tracking..., Social Media, Microsoft Word, Event Planning, Strategy, Project Management, Cross-functional Team..., Sales, Public Speaking
Education
Keller Graduate School of Management
Master of Business Administration (MBA)
University of San Francisco 2000 — 2004
Bachelor of Science in Business Administration, Marketing
University of San Francisco 2000 — 2004
Minor, Legal Studies, General
Della Ng Della Ng's Charles Schwab & Co. Experience December 2003 - May 2006
Job Integrated marketing leader with expertise in multicultural and total market strategies
Industry Marketing and Advertising
Experience
Wells Fargo October 2009 - Present
Wells Fargo July 2006 - November 2009
Charles Schwab & Co. December 2003 - May 2006
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Charles Schwab 1994 - 1997
Skills
Strategic Planning, Product Development, Advertising, Segmentation, Integrated Marketing, Consumer Insight, Brand Management, Sponsorship, Event Management, Project Management, Affiliate Marketing, Public Relations, Direct Marketing, Sales Management, Business Model..., Program Management, Marketing, Marketing Strategy, Brand Development, Product Management, Management
Education
San Francisco State University
BS
University of California, Berkeley
Wells Fargo October 2009 - Present
Wells Fargo July 2006 - November 2009
Charles Schwab & Co. December 2003 - May 2006
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Charles Schwab 1994 - 1997
Skills
Strategic Planning, Product Development, Advertising, Segmentation, Integrated Marketing, Consumer Insight, Brand Management, Sponsorship, Event Management, Project Management, Affiliate Marketing, Public Relations, Direct Marketing, Sales Management, Business Model..., Program Management, Marketing, Marketing Strategy, Brand Development, Product Management, Management
Education
San Francisco State University
BS
University of California, Berkeley
Ariana Fletcher Ariana Fletcher's Charles Schwab & Co. Experience November 2000 - February 2002
Job
Industry Financial Services
Experience
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
Leonardo Murphy Leonardo Murphy's Charles Schwab & Co. Experience March 2004 - July 2015
Job Senior Restricted Stock Specialist at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. March 2004 - July 2015
Pacific Exchange, Inc. April 2003 - February 2004
Robertson Stephens March 2002 - September 2002
Credit Suisse First Boston March 2000 - March 2002
Wilson Sonsini Goodrich & Rosati July 1996 - February 2000
Skills
Securities, Series 7, Equities, Financial Services, Trading, Due Diligence, Dinosaurs
Education
California State University-East Bay
Bachelor’s Degree, Business Administration - Finance
Charles Schwab & Co. March 2004 - July 2015
Pacific Exchange, Inc. April 2003 - February 2004
Robertson Stephens March 2002 - September 2002
Credit Suisse First Boston March 2000 - March 2002
Wilson Sonsini Goodrich & Rosati July 1996 - February 2000
Skills
Securities, Series 7, Equities, Financial Services, Trading, Due Diligence, Dinosaurs
Education
California State University-East Bay
Bachelor’s Degree, Business Administration - Finance
Lauren Chamberlain Lauren Chamberlain's Charles Schwab & Co. Experience September 2009 - July 2011
Job Owner at Pure Barre Clearwater
Industry Sports
Experience
Pure Barre Clearwater February 2015 - Present
Pure Barre Bradenton February 2015 - Present
Pure Barre St Pete November 2012 - Present
Pure Barre Tampa September 2012 - Present
Charles Schwab July 2011 - July 2012
Charles Schwab & Co. September 2009 - July 2011
Merrill Lynch May 2007 - May 2008
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Managment, Investments, Equities, Strategic Financial..., Financial Analysis, Asset Management, Finance, Alternative Investments
Education
Florida Atlantic University 2002 — 2007
B.A., Marketing
Florida Atlantic University - College of Business 2002 — 2007
Marketing, Business, Management, Marketing, and Related Support Services
Pure Barre Clearwater February 2015 - Present
Pure Barre Bradenton February 2015 - Present
Pure Barre St Pete November 2012 - Present
Pure Barre Tampa September 2012 - Present
Charles Schwab July 2011 - July 2012
Charles Schwab & Co. September 2009 - July 2011
Merrill Lynch May 2007 - May 2008
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Managment, Investments, Equities, Strategic Financial..., Financial Analysis, Asset Management, Finance, Alternative Investments
Education
Florida Atlantic University 2002 — 2007
B.A., Marketing
Florida Atlantic University - College of Business 2002 — 2007
Marketing, Business, Management, Marketing, and Related Support Services
Jay Coulter, CIMA®, CFP® Jay Coulter, CIMA®, CFP®'s Charles Schwab & Co. Experience 1998 - 2000
Job Regional Vice President at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments 2013 - Present
GreenHaven 2012 - 2013
Morgan Stanley 2009 - 2012
Old Mutual Investment Partners 2008 - 2009
Lehman Brothers/Neuberger Berman 2000 - 2008
Charles Schwab & Co. 1998 - 2000
Morgan Stanley 1997 - 1998
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
University of Tennessee-Knoxville 1991 — 1995
BS, Business Administration
Radnor High School 1987 — 1991
Guggenheim Investments 2013 - Present
GreenHaven 2012 - 2013
Morgan Stanley 2009 - 2012
Old Mutual Investment Partners 2008 - 2009
Lehman Brothers/Neuberger Berman 2000 - 2008
Charles Schwab & Co. 1998 - 2000
Morgan Stanley 1997 - 1998
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
University of Tennessee-Knoxville 1991 — 1995
BS, Business Administration
Radnor High School 1987 — 1991
Patty Ashauer Patty Ashauer's Charles Schwab & Co. Experience April 1997 - November 2004
Job
Industry Information Technology and Services
Experience
Monitise April 2015 - Present
In Transition February 2015 - March 2015
Aetna November 2013 - February 2015
Coventry Health Care, an Aetna Company May 2009 - November 2013
Safeway June 2006 - May 2009
Ebay Inc. August 2005 - June 2006
Charles Schwab & Co. April 1997 - November 2004
Lan Supervision August 1995 - September 1996
The Gap, Inc. April 1992 - August 1995
The Union Bank of California March 1987 - April 1992
Skills
Leadership, Process Improvement, Vendor Management, Cross-functional Team..., Change Management, Management, Program Management, ITIL, SaaS, Strategy, Performance Management, Project Management, Talent Management, Integration, IT Strategy, Consulting, IT Management, Start-ups, Training, IT Service Management, Business Intelligence, Team Building, Team Leadership, Customer Satisfaction, Outsourcing, SDLC, Cloud Computing, Information Technology, Business Analysis, PMO, Business Process..., Strategic Planning, Infrastructure
Education
California State University at Long Beach 1980 — 1984
Psychology
Justin-Siena High School 1975 — 1979
General Ed, College Prep
Monitise April 2015 - Present
In Transition February 2015 - March 2015
Aetna November 2013 - February 2015
Coventry Health Care, an Aetna Company May 2009 - November 2013
Safeway June 2006 - May 2009
Ebay Inc. August 2005 - June 2006
Charles Schwab & Co. April 1997 - November 2004
Lan Supervision August 1995 - September 1996
The Gap, Inc. April 1992 - August 1995
The Union Bank of California March 1987 - April 1992
Skills
Leadership, Process Improvement, Vendor Management, Cross-functional Team..., Change Management, Management, Program Management, ITIL, SaaS, Strategy, Performance Management, Project Management, Talent Management, Integration, IT Strategy, Consulting, IT Management, Start-ups, Training, IT Service Management, Business Intelligence, Team Building, Team Leadership, Customer Satisfaction, Outsourcing, SDLC, Cloud Computing, Information Technology, Business Analysis, PMO, Business Process..., Strategic Planning, Infrastructure
Education
California State University at Long Beach 1980 — 1984
Psychology
Justin-Siena High School 1975 — 1979
General Ed, College Prep
Sid Bhatia's Charles Schwab & Co. Experience May 1997 - September 2008
Job Program Director, API Economy Product Mgmt at IBM
Industry Computer Software
Experience
IBM October 2008 - Present
Charles Schwab & Co. May 1997 - September 2008
Accenture (Andersen Consulting) 1996 - 1997
Keane, Inc. March 1989 - August 1996
Datamatics Consultants Limited 1987 - 1989
Computer International 1986 - 1987
Skills
SOA, SOA Governance, Global Strategy, ESB, Messaging, Cloud Computing, International Business, Emerging Markets, Product Management, Application Integration, Situational Leadership, Product Vision, Software Engineering, Enterprise Software, Enterprise Architecture, Technical Leadership, Product Strategy, Web Services, Governance, Middleware, SaaS, Websphere, EAI, IT Strategy, Mobile Devices, APIs, API Development
Education
Saint Mary's College of California 2006 — 2008
MBA, Executive Management
University of St. Thomas 1991 — 1995
Master of Science, Software Engineering
IBM October 2008 - Present
Charles Schwab & Co. May 1997 - September 2008
Accenture (Andersen Consulting) 1996 - 1997
Keane, Inc. March 1989 - August 1996
Datamatics Consultants Limited 1987 - 1989
Computer International 1986 - 1987
Skills
SOA, SOA Governance, Global Strategy, ESB, Messaging, Cloud Computing, International Business, Emerging Markets, Product Management, Application Integration, Situational Leadership, Product Vision, Software Engineering, Enterprise Software, Enterprise Architecture, Technical Leadership, Product Strategy, Web Services, Governance, Middleware, SaaS, Websphere, EAI, IT Strategy, Mobile Devices, APIs, API Development
Education
Saint Mary's College of California 2006 — 2008
MBA, Executive Management
University of St. Thomas 1991 — 1995
Master of Science, Software Engineering
Norman Howard's Charles Schwab & Co. Experience 1999 - 2000
Job Training & Talent Development Professional
Industry E-Learning
Experience
Sabbatical August 2014 - August 2015
Neopost August 2011 - August 2014
Neopost February 2009 - July 2011
Neopost USA November 2006 - January 2009
Somersault Consulting 2005 - 2006
Chiron Corp 2000 - 2004
Charles Schwab & Co. 1999 - 2000
Hitachi America 1997 - 1999
Skills
Training, CRM, Employee Training, Management, Change Management, Business Analysis, Content Development, Training Delivery, Business Process, Sales Operations, Learning Management..., Curriculum Design, Coaching, Learning Management, International Project..., Captivate, Microsoft Office, Hands-on Training, Management Consulting, Sales, Curriculum Development, Training & Development, Distance Learning, Webinars, International Training, Reporting & Analysis, E-Learning, Knowledge Management, Product Management, Curriculum Management, Online Training, Training Course..., Software Training, Cornerstone, Strategy
Education
University of Phoenix 2002 — 2004
MBA, Generalist
School for International Training 1991 — 1992
BA, International Studies
World College West 1989 — 1991
International Development
Sabbatical August 2014 - August 2015
Neopost August 2011 - August 2014
Neopost February 2009 - July 2011
Neopost USA November 2006 - January 2009
Somersault Consulting 2005 - 2006
Chiron Corp 2000 - 2004
Charles Schwab & Co. 1999 - 2000
Hitachi America 1997 - 1999
Skills
Training, CRM, Employee Training, Management, Change Management, Business Analysis, Content Development, Training Delivery, Business Process, Sales Operations, Learning Management..., Curriculum Design, Coaching, Learning Management, International Project..., Captivate, Microsoft Office, Hands-on Training, Management Consulting, Sales, Curriculum Development, Training & Development, Distance Learning, Webinars, International Training, Reporting & Analysis, E-Learning, Knowledge Management, Product Management, Curriculum Management, Online Training, Training Course..., Software Training, Cornerstone, Strategy
Education
University of Phoenix 2002 — 2004
MBA, Generalist
School for International Training 1991 — 1992
BA, International Studies
World College West 1989 — 1991
International Development
John Miskiel John Miskiel's Charles Schwab & Co. Experience May 2012 - September 2014
Job Physical Therapist Technician at Spooner Physical Therapy
Industry Financial Services
Experience
Spooner Physical Therapy February 2015 - Present
Charles Schwab & Co. May 2012 - September 2014
Doug Wade for Congress - 2012 January 2012 - May 2012
Clarkdale Pool May 2008 - August 2011
Northern Arizona University: Politics and International Affairs 2009 - 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Critical Thinking, Treasury Services, Investments, Series 7, Series 63, Microsoft Office, Microsoft Word, Teamwork
Education
Northern Arizona University, College of Business Administration 2007 — 2011
Finance, Investments
Spooner Physical Therapy February 2015 - Present
Charles Schwab & Co. May 2012 - September 2014
Doug Wade for Congress - 2012 January 2012 - May 2012
Clarkdale Pool May 2008 - August 2011
Northern Arizona University: Politics and International Affairs 2009 - 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Critical Thinking, Treasury Services, Investments, Series 7, Series 63, Microsoft Office, Microsoft Word, Teamwork
Education
Northern Arizona University, College of Business Administration 2007 — 2011
Finance, Investments
Edward M Prybylski's Charles Schwab & Co. Experience 1997 - 1997
Job Financial Advisor at E|M|P Group, Investment Professionals Inc
Industry Financial Services
Experience
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
Tim Lauger Tim Lauger's Charles Schwab & Co. Experience 1997 - 1998
Job Sr HRIS Business Analyst at Interpublic Group
Industry Marketing and Advertising
Experience
Interpublic Group Teacher of FrenchLane College Preparatory High SchoolAugust 2001 - July 2003
Akzo Nobel April 1998 - April 2000
Charles Schwab & Co. 1997 - 1998
Skills
PeopleSoft, HRIS, Project Management
Education
DePaul University 2000 — 2002
State of Illinois Secondary Ed Teaching Credential, French Studies
Penn State University 1992 — 1994
MA, French Literature
Wesleyan University 1987 — 1991
The University of Chicago Laboratory Schools 1983 — 1987
Diploma
Interpublic Group Teacher of FrenchLane College Preparatory High SchoolAugust 2001 - July 2003
Akzo Nobel April 1998 - April 2000
Charles Schwab & Co. 1997 - 1998
Skills
PeopleSoft, HRIS, Project Management
Education
DePaul University 2000 — 2002
State of Illinois Secondary Ed Teaching Credential, French Studies
Penn State University 1992 — 1994
MA, French Literature
Wesleyan University 1987 — 1991
The University of Chicago Laboratory Schools 1983 — 1987
Diploma
Robert Berling Robert Berling's Charles Schwab & Co. Experience 2000 - 2004
Job Happily Retired at At home in Novato, CA
Industry Financial Services
Experience
at home in Novato, CA June 2010 - Present
Delta Dental November 2007 - June 2010
California State Automobile Association February 2005 - October 2007
Charles Schwab & Co. 2000 - 2004
AAA (CSAA) 1999 - 2000
Firemans Fund Insurance Company 1980 - 1993
Education
Sonoma State University
at home in Novato, CA June 2010 - Present
Delta Dental November 2007 - June 2010
California State Automobile Association February 2005 - October 2007
Charles Schwab & Co. 2000 - 2004
AAA (CSAA) 1999 - 2000
Firemans Fund Insurance Company 1980 - 1993
Education
Sonoma State University
Scott Emblen, CFP® Scott Emblen, CFP®'s Charles Schwab & Co. Experience 2000 - 2004
Job Financial Advisor at Skyline Financial Northwest
Industry Investment Management
Experience
Skyline Financial Northwest January 2015 - Present
Springwater Wealth Management, LLC August 2013 - December 2014
Maas Capital 2010 - December 2014
Parametric January 2008 - March 2009
Hewins Financial Advisors March 2006 - January 2008
Charles Schwab & Co. 2000 - 2004
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Pensions, Asset Allocation, Finance, Retirement Planning, Investment Management, Estate Planning, Mutual Funds, Employee Stock Options, Qualified Retirement..., Retirement Plan..., Wealth, Financial Planning, Investment Advisory, Wealth Management..., Financial Advisory, Investments, Risk Management, Asset Management, Investment Strategies, Retirement, Financial Analysis
Education
Oregon State University 1987 — 1991
BS
Skyline Financial Northwest January 2015 - Present
Springwater Wealth Management, LLC August 2013 - December 2014
Maas Capital 2010 - December 2014
Parametric January 2008 - March 2009
Hewins Financial Advisors March 2006 - January 2008
Charles Schwab & Co. 2000 - 2004
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Pensions, Asset Allocation, Finance, Retirement Planning, Investment Management, Estate Planning, Mutual Funds, Employee Stock Options, Qualified Retirement..., Retirement Plan..., Wealth, Financial Planning, Investment Advisory, Wealth Management..., Financial Advisory, Investments, Risk Management, Asset Management, Investment Strategies, Retirement, Financial Analysis
Education
Oregon State University 1987 — 1991
BS
Erich Walrath Erich Walrath's Charles Schwab & Co. Experience 1995 - 1997
Job Software Quality / Validation Consultant
Industry Computer Software
Experience
Black Diamond Networks March 2015 - May 2015
Medtronic April 2014 - October 2014
Boston Scientific Corporation 2005 - November 2013
Boston Scientific Corporation 2004 - 2005
Eli Lilly & Company 2002 - 2003
Complete Software Solutions 2001 - 2002
Genentech Inc. 1997 - 2000
Charles Schwab & Co. 1995 - 1997
Roche Corporation 1994 - 1995
Blyth Software Inc. 1989 - 1993
Skills
Test Planning, Requirements Analysis, Quality Assurance, Testing, ISO 13485, SDLC, Medical Devices, Computer System..., Scrum, Oracle, Validation, Software Quality..., Quality Auditing, Pharmaceutical Industry, V&V, Databases, Change Control, 21 CFR Part 11, Quality Management, Test Automation, Process Simulation, Management, Software Documentation, LIMS, Product Development, Software Engineering, GxP, FDA, Sop, Resource Management, Process Improvement, Quality System, Automation, Six Sigma, Technical Writing, User Acceptance Testing, CAPA, Business Analysis, Gap Analysis, System Testing, Agile Methodologies, Metrics, Software Development, Program Management, Cross-functional Team..., Training, Internal Audit, Manufacturing, Root Cause Analysis, Software Quality
Education
San Francisco State University 1980 — 1984
BA, English
San Francisco State University 1980 — 1984
BA, English: (emphasis in Linguistics)
Black Diamond Networks March 2015 - May 2015
Medtronic April 2014 - October 2014
Boston Scientific Corporation 2005 - November 2013
Boston Scientific Corporation 2004 - 2005
Eli Lilly & Company 2002 - 2003
Complete Software Solutions 2001 - 2002
Genentech Inc. 1997 - 2000
Charles Schwab & Co. 1995 - 1997
Roche Corporation 1994 - 1995
Blyth Software Inc. 1989 - 1993
Skills
Test Planning, Requirements Analysis, Quality Assurance, Testing, ISO 13485, SDLC, Medical Devices, Computer System..., Scrum, Oracle, Validation, Software Quality..., Quality Auditing, Pharmaceutical Industry, V&V, Databases, Change Control, 21 CFR Part 11, Quality Management, Test Automation, Process Simulation, Management, Software Documentation, LIMS, Product Development, Software Engineering, GxP, FDA, Sop, Resource Management, Process Improvement, Quality System, Automation, Six Sigma, Technical Writing, User Acceptance Testing, CAPA, Business Analysis, Gap Analysis, System Testing, Agile Methodologies, Metrics, Software Development, Program Management, Cross-functional Team..., Training, Internal Audit, Manufacturing, Root Cause Analysis, Software Quality
Education
San Francisco State University 1980 — 1984
BA, English
San Francisco State University 1980 — 1984
BA, English: (emphasis in Linguistics)
Peggy VanDenBrouck Peggy VanDenBrouck's Charles Schwab & Co. Experience 2001 - 2004
Job Multiple Sclerosis Advocate
Industry Philanthropy
Experience
Chase Investment Services Corp September 2005 - April 2009
Charles Schwab & Co. 2001 - 2004
Van Den Brouck & Associates July 1987 - August 2001
DFCU Financial 1981 - 1987
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial...
Education
Henry Ford Community College 1982 — 1986
Attended, select business courses
College for Financial Planning 1981 — 1986
CFP, financial planning
University of Missouri-Columbia 1979 — 1980
Executive Marketing Institute
Dale Carnegie Institute
Effective Speaking & Human Relations
National Credit Union Institute
CCUE
Chase Investment Services Corp September 2005 - April 2009
Charles Schwab & Co. 2001 - 2004
Van Den Brouck & Associates July 1987 - August 2001
DFCU Financial 1981 - 1987
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial...
Education
Henry Ford Community College 1982 — 1986
Attended, select business courses
College for Financial Planning 1981 — 1986
CFP, financial planning
University of Missouri-Columbia 1979 — 1980
Executive Marketing Institute
Dale Carnegie Institute
Effective Speaking & Human Relations
National Credit Union Institute
CCUE
Pia Baker (Singer) Pia Baker (Singer)'s Charles Schwab & Co. Experience June 2000 - July 2001
Job Group Marketing Manager at Nestlé Waters North America
Industry Consumer Goods
Experience
Nestlé Waters North America September 2015 - Present
Timex April 2013 - September 2015
Timex Group August 2007 - March 2013
Unilever January 2005 - August 2007
Unilever September 2003 - January 2005
Keebler 2002 - 2002
Charles Schwab & Co. June 2000 - July 2001
Charles Schwab April 1999 - June 2000
Charles Schwab June 1998 - April 1999
Charles Schwab September 1996 - June 1998
Skills
Competitive Analysis, Brand Management, Customer Insight, Consumer Products, Marketing, Management, Shopper Marketing, Product Development, Brand Architecture, Marketing Management, Marketing Strategy, Cross-functional Team..., Brand Development, Product Marketing, Marketing Research
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Brown University 1991 — 1995
B.A., Public Policy
Nestlé Waters North America September 2015 - Present
Timex April 2013 - September 2015
Timex Group August 2007 - March 2013
Unilever January 2005 - August 2007
Unilever September 2003 - January 2005
Keebler 2002 - 2002
Charles Schwab & Co. June 2000 - July 2001
Charles Schwab April 1999 - June 2000
Charles Schwab June 1998 - April 1999
Charles Schwab September 1996 - June 1998
Skills
Competitive Analysis, Brand Management, Customer Insight, Consumer Products, Marketing, Management, Shopper Marketing, Product Development, Brand Architecture, Marketing Management, Marketing Strategy, Cross-functional Team..., Brand Development, Product Marketing, Marketing Research
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Brown University 1991 — 1995
B.A., Public Policy
Rick Paler Rick Paler's Charles Schwab & Co. Experience February 1993 - July 2001
Job President, RL Paler Investment Advisors, LLC | A FeeOnly Financial Planning Firm | Registered Investment Adviser
Industry Investment Management
Experience
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
Lauren Selzer Lauren Selzer's Charles Schwab & Co. Experience February 2007 - April 2011
Job LoanIn Reporting Specialist II at Progressive Insurance
Industry Financial Services
Experience
Progressive Insurance September 2015 - Present
Progressive Insurance February 2013 - Present
The Lord Winston Insurance Group-Insurance and Financial Services June 2011 - 2012
Charles Schwab & Co. February 2007 - April 2011
Starbucks November 1999 - February 2007
Skills
Management, Marketing, Insurance, Research, CRM, Microsoft Excel, Salesforce.com, Team Leadership, Investments, Coaching, Financial Reporting, Employee Benefits, Cold Calling, Microsoft Office, SharePoint, Process Improvement, Customer Service, Sales Management, Leadership, Negotiation, Strategic Planning, Business Development, Public Speaking, Strategy, Portfolio Management, Relationship Management, Sales, Social Media, Human Resources, Financial Analysis, Team Building, Analysis, Sales Operations, Account Management, Customer Retention, Financial Services, Series 7, Project Management, Accounting, Finance, PowerPoint, Customer Satisfaction, Mutual Funds, Credit Analysis, System Administration, Banking, New Business Development, 401k
Education
Ohio University 2002 — 2006
BA, Psycholgy and Business
Progressive Insurance September 2015 - Present
Progressive Insurance February 2013 - Present
The Lord Winston Insurance Group-Insurance and Financial Services June 2011 - 2012
Charles Schwab & Co. February 2007 - April 2011
Starbucks November 1999 - February 2007
Skills
Management, Marketing, Insurance, Research, CRM, Microsoft Excel, Salesforce.com, Team Leadership, Investments, Coaching, Financial Reporting, Employee Benefits, Cold Calling, Microsoft Office, SharePoint, Process Improvement, Customer Service, Sales Management, Leadership, Negotiation, Strategic Planning, Business Development, Public Speaking, Strategy, Portfolio Management, Relationship Management, Sales, Social Media, Human Resources, Financial Analysis, Team Building, Analysis, Sales Operations, Account Management, Customer Retention, Financial Services, Series 7, Project Management, Accounting, Finance, PowerPoint, Customer Satisfaction, Mutual Funds, Credit Analysis, System Administration, Banking, New Business Development, 401k
Education
Ohio University 2002 — 2006
BA, Psycholgy and Business
Helen Lin's Charles Schwab & Co. Experience January 1999 - December 1999
Job Director at Markit
Industry Information Services
Experience
Markit July 2012 - Present
S&P Capital IQ October 2011 - July 2012
MediaMath October 2010 - October 2011
TheMarkets.com February 2007 - October 2010
Studio 9 Design, Inc. September 2002 - January 2006
BlueLight.com January 2000 - December 2001
Charles Schwab & Co. January 1999 - December 1999
The Boston Consulting Group September 1994 - January 1999
Skills
Business Strategy, Business Development, Product Management, Product Marketing, Strategy, Strategic Planning, Management Consulting, E-commerce, CRM, Program Management, Product Development, Due Diligence, Financial Services
Education
Harvard Business School 1996 — 1998
MBA
Knox College 1991 — 1994
B.A.
Markit July 2012 - Present
S&P Capital IQ October 2011 - July 2012
MediaMath October 2010 - October 2011
TheMarkets.com February 2007 - October 2010
Studio 9 Design, Inc. September 2002 - January 2006
BlueLight.com January 2000 - December 2001
Charles Schwab & Co. January 1999 - December 1999
The Boston Consulting Group September 1994 - January 1999
Skills
Business Strategy, Business Development, Product Management, Product Marketing, Strategy, Strategic Planning, Management Consulting, E-commerce, CRM, Program Management, Product Development, Due Diligence, Financial Services
Education
Harvard Business School 1996 — 1998
MBA
Knox College 1991 — 1994
B.A.
Bill McLawhon's Charles Schwab & Co. Experience October 1990 - February 2001
Job
Industry Professional Training & Coaching
Experience
McLawhon Consulting March 2015 - Present
Facebook December 2010 - February 2015
Corporate Balance Concepts, Inc. February 2005 - December 2010
Mariposa Leadership, Inc October 2002 - December 2010
Charles Schwab & Co. October 1990 - February 2001
Dean Witter December 1980 - June 1990
Skills
Management, Coaching, People Skills, Leadership Development, Strategy, Executive Coaching, Leadership, Business Development, Executive Development, Organizational..., Project Management, Team Building, Change Management, Strategic Planning, Public Speaking, Workshop Facilitation, Business Strategy, Management Development, Performance Management, Organizational Design, 360 Feedback, Emotional Intelligence, Employee Engagement, Executive Management, Talent Management, MBTI, Start-ups, Training, Entrepreneurship, Small Business, Organizational..., Sales, Performance Improvement, Recruiting, Employee Training, Career Development, Human Resources
Education
California Institute of Integral Studies 1990 — 1991
Indian Philosophy
California State University-Fullerton 1975 — 1979
Bachelor's, Chemistry
McLawhon Consulting March 2015 - Present
Facebook December 2010 - February 2015
Corporate Balance Concepts, Inc. February 2005 - December 2010
Mariposa Leadership, Inc October 2002 - December 2010
Charles Schwab & Co. October 1990 - February 2001
Dean Witter December 1980 - June 1990
Skills
Management, Coaching, People Skills, Leadership Development, Strategy, Executive Coaching, Leadership, Business Development, Executive Development, Organizational..., Project Management, Team Building, Change Management, Strategic Planning, Public Speaking, Workshop Facilitation, Business Strategy, Management Development, Performance Management, Organizational Design, 360 Feedback, Emotional Intelligence, Employee Engagement, Executive Management, Talent Management, MBTI, Start-ups, Training, Entrepreneurship, Small Business, Organizational..., Sales, Performance Improvement, Recruiting, Employee Training, Career Development, Human Resources
Education
California Institute of Integral Studies 1990 — 1991
Indian Philosophy
California State University-Fullerton 1975 — 1979
Bachelor's, Chemistry
Tony Belforte's Charles Schwab & Co. Experience July 2006 - November 2008
Job Director, Product Management and Marketing
Industry Financial Services
Experience
Financial Engines July 2015 - Present
Financial Engines January 2014 - June 2015
Financial Engines September 2013 - December 2013
Financial Engines March 2009 - September 2013
Charles Schwab & Co. July 2006 - November 2008
Charles Schwab & Co. November 2005 - June 2006
Charles Schwab & Co. November 2002 - October 2005
Charles Schwab & Co. June 2000 - October 2002
Sun Microsystems June 1999 - August 1999
Lonestar Partners, LP January 1998 - July 1998
Skills
Client Experience, Product Management, Cross-functional Team..., Product Development, Product Requirements, Product Marketing, Managed Accounts, Customer Experience, Marketing, Management, Direct Marketing, Financial Services, Leadership, Business Development, Project Management, Strategy
Education
Duke University, Fuqua School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Santa Clara University 1990 — 1994
BS in Commerce
Financial Engines July 2015 - Present
Financial Engines January 2014 - June 2015
Financial Engines September 2013 - December 2013
Financial Engines March 2009 - September 2013
Charles Schwab & Co. July 2006 - November 2008
Charles Schwab & Co. November 2005 - June 2006
Charles Schwab & Co. November 2002 - October 2005
Charles Schwab & Co. June 2000 - October 2002
Sun Microsystems June 1999 - August 1999
Lonestar Partners, LP January 1998 - July 1998
Skills
Client Experience, Product Management, Cross-functional Team..., Product Development, Product Requirements, Product Marketing, Managed Accounts, Customer Experience, Marketing, Management, Direct Marketing, Financial Services, Leadership, Business Development, Project Management, Strategy
Education
Duke University, Fuqua School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Santa Clara University 1990 — 1994
BS in Commerce
Rhett Bratt's Charles Schwab & Co. Experience May 2004 - December 2007
Job Vice President, Client Solutions Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Charles Schwab November 2011 - December 2012
Charles Schwab January 2008 - November 2011
Charles Schwab & Co. May 2004 - December 2007
Charles Schwab & Co. September 1999 - June 2004
Charles Schwab & Co. January 1996 - September 1999
Skills
Finance, Financial Services, Performance Management, Leadership, Business Performance..., Staff Development, Financial Modeling, Strategic Financial..., Financial Analysis, Pricing, Analytics, Corporate Finance, Forecasting, Management, Strategic Planning, Analysis, Financial Reporting, Business Strategy, Cross-functional Team..., Business Intelligence, Marketing Strategy, Business Analysis, Strategy, Business Planning, Integration, Budgets, Communication, Financial Planning
Education
Beloit College 1978 — 1982
BA
Charles Schwab December 2012 - Present
Charles Schwab November 2011 - December 2012
Charles Schwab January 2008 - November 2011
Charles Schwab & Co. May 2004 - December 2007
Charles Schwab & Co. September 1999 - June 2004
Charles Schwab & Co. January 1996 - September 1999
Skills
Finance, Financial Services, Performance Management, Leadership, Business Performance..., Staff Development, Financial Modeling, Strategic Financial..., Financial Analysis, Pricing, Analytics, Corporate Finance, Forecasting, Management, Strategic Planning, Analysis, Financial Reporting, Business Strategy, Cross-functional Team..., Business Intelligence, Marketing Strategy, Business Analysis, Strategy, Business Planning, Integration, Budgets, Communication, Financial Planning
Education
Beloit College 1978 — 1982
BA
Jeff Freisthler's Charles Schwab & Co. Experience October 1998 - April 2004
Job Director of Product Development at Above The Treeline, LLC
Industry Internet
Experience
Above The Treeline, LLC August 2007 - Present
Fry Inc. April 2004 - August 2007
Charles Schwab & Co. October 1998 - April 2004
General Electric June 1996 - October 1998
Skills
Java, HTML5, .NET, MVC Architecture, Open Systems..., Web Services, J2EE Application..., Rational Software..., Agile Methodologies, Technical Leadership, SQL, Data Modeling, OO Software Development, Perl, Software Development, Product Management, Software Project..., E-commerce, User Experience, SaaS, SOA, Microsoft SQL Server
Education
University of Michigan 1991 — 1996
B.S.E., Computer Engineering
Hood College 1996 — 1998
Graduate Studies, Computer Science
Above The Treeline, LLC August 2007 - Present
Fry Inc. April 2004 - August 2007
Charles Schwab & Co. October 1998 - April 2004
General Electric June 1996 - October 1998
Skills
Java, HTML5, .NET, MVC Architecture, Open Systems..., Web Services, J2EE Application..., Rational Software..., Agile Methodologies, Technical Leadership, SQL, Data Modeling, OO Software Development, Perl, Software Development, Product Management, Software Project..., E-commerce, User Experience, SaaS, SOA, Microsoft SQL Server
Education
University of Michigan 1991 — 1996
B.S.E., Computer Engineering
Hood College 1996 — 1998
Graduate Studies, Computer Science
Vincent Meneau's Charles Schwab & Co. Experience November 2010 - January 2013
Job VP, Information Security and Fraud IT
Industry Financial Services
Experience
Bank of the West June 2015 - Present
Charles Schwab January 2013 - May 2015
Charles Schwab & Co November 2010 - January 2013
Charles Schwab & Co. January 2004 - November 2010
Cerenade 1999 - 2003
Skills
Business Intelligence, Project Management, Management, Leadership, Data Warehousing, Budgets, SDLC, Integration, Databases, Requirements Analysis, Software Development, Agile Methodologies, Program Management, Cloud Computing, Oracle, Data Modeling, Social Media, Marketing, Coaching, Sales, Software Project..., Product Management, IT Strategy, Microsoft SQL Server, Business Analysis, Mobile Applications, SQL, SaaS, Vendor Management, Agile Application..., Big Data, Teradata Data Warehouse, Tableau, Hive, Splunk, Business Objects, RUP Methodologies, Data Management, Information Management, Information Security, MobileIron, Enterprise Mobility, Cross-functional Team..., ERP, Ariba, hiperos, Archibus, Treasury Services, Mobile Security
Education
Polytech'Montpellier 1997 — 1999
Master's Degree, Computer Science. Minor in Economics
IUT de Clermont-Ferrand, Université d'Auvergne (France) 1994 — 1996
Bachelor's Degree, Computer Science, •Class valedictorian
Bank of the West June 2015 - Present
Charles Schwab January 2013 - May 2015
Charles Schwab & Co November 2010 - January 2013
Charles Schwab & Co. January 2004 - November 2010
Cerenade 1999 - 2003
Skills
Business Intelligence, Project Management, Management, Leadership, Data Warehousing, Budgets, SDLC, Integration, Databases, Requirements Analysis, Software Development, Agile Methodologies, Program Management, Cloud Computing, Oracle, Data Modeling, Social Media, Marketing, Coaching, Sales, Software Project..., Product Management, IT Strategy, Microsoft SQL Server, Business Analysis, Mobile Applications, SQL, SaaS, Vendor Management, Agile Application..., Big Data, Teradata Data Warehouse, Tableau, Hive, Splunk, Business Objects, RUP Methodologies, Data Management, Information Management, Information Security, MobileIron, Enterprise Mobility, Cross-functional Team..., ERP, Ariba, hiperos, Archibus, Treasury Services, Mobile Security
Education
Polytech'Montpellier 1997 — 1999
Master's Degree, Computer Science. Minor in Economics
IUT de Clermont-Ferrand, Université d'Auvergne (France) 1994 — 1996
Bachelor's Degree, Computer Science, •Class valedictorian
Krishna Komanduri's Charles Schwab & Co. Experience 1997 - 2009
Job Consultant at Visa
Industry Computer Software
Experience
Visa Inc. February 2011 - Present
Cognizant Technology Solutions 2010 - May 2011
Standard & Poor's 2009 - 2010
Standard & Poor's 2009 - 2010
Charles Schwab & Co. 1997 - 2009
Pacific Bell Information Systems, San Ramon, CA May 1996 - December 1997
Pacific Bell Information Services 1996 - 1997
AT&T GIS (NCR), Cincinnati, OH 1994 - 1996
Cincinnati Bell Information Systems 1991 - 1994
convergys 1991 - 1994
Skills
Program Management, Integration, SOA, SDLC, Oracle, Databases, Business Intelligence, Unix, Solution Architecture, Business Analysis, Software Project..., Project Management, Data Warehousing, Management, Master Data Management, Software Implementation, Vendor Management, IT Strategy, Business Process, Enterprise Architecture, MS Project, SharePoint, Process Improvement, Database Design, XML, PL/SQL, Java Enterprise Edition, .NET, Architectures, Systems Analysis, DB2, Agile Methodologies, Microsoft Project, Architecture
Education
Rensselaer Polytechnic Institute 1982 — 1984
Masters
Rensselaer Polytechnic Institute 1982 — 1984
M.S
Osmania University
Master of Science (M.Sc.)
Visa Inc. February 2011 - Present
Cognizant Technology Solutions 2010 - May 2011
Standard & Poor's 2009 - 2010
Standard & Poor's 2009 - 2010
Charles Schwab & Co. 1997 - 2009
Pacific Bell Information Systems, San Ramon, CA May 1996 - December 1997
Pacific Bell Information Services 1996 - 1997
AT&T GIS (NCR), Cincinnati, OH 1994 - 1996
Cincinnati Bell Information Systems 1991 - 1994
convergys 1991 - 1994
Skills
Program Management, Integration, SOA, SDLC, Oracle, Databases, Business Intelligence, Unix, Solution Architecture, Business Analysis, Software Project..., Project Management, Data Warehousing, Management, Master Data Management, Software Implementation, Vendor Management, IT Strategy, Business Process, Enterprise Architecture, MS Project, SharePoint, Process Improvement, Database Design, XML, PL/SQL, Java Enterprise Edition, .NET, Architectures, Systems Analysis, DB2, Agile Methodologies, Microsoft Project, Architecture
Education
Rensselaer Polytechnic Institute 1982 — 1984
Masters
Rensselaer Polytechnic Institute 1982 — 1984
M.S
Osmania University
Master of Science (M.Sc.)
Michelle (Weilbach) Bales's Charles Schwab & Co. Experience February 2002 - March 2007
Job
Industry Financial Services
Experience
RevGen Partners September 2013 - Present
Colorado Athletic Club January 1999 - Present
Experis January 2012 - August 2013
The North Highland Company December 2010 - December 2011
Financial Services Industry September 2010 - November 2010
Credit Union of Colorado August 2009 - August 2010
Wachovia Bank and Wells Fargo Company November 2007 - August 2009
Charles Schwab & Co. February 2002 - March 2007
Charles Schwab & Co, Inc. January 1999 - January 2002
Citigroup Diners Club January 1996 - December 1998
Skills
Process Improvement, Business Process..., Strategy, Change Management, Mentoring, Business Process, Leadership, Integration, Organizational..., SDLC, Management, Risk Management, Call Centers, Project Portfolio..., Program Management, Talent Management, Finance, Human Resources, Training, CRM, Consulting, Mergers & Acquisitions
Education
Regis University 1995 — 1996
MBA
University of Denver
BSBA
RevGen Partners September 2013 - Present
Colorado Athletic Club January 1999 - Present
Experis January 2012 - August 2013
The North Highland Company December 2010 - December 2011
Financial Services Industry September 2010 - November 2010
Credit Union of Colorado August 2009 - August 2010
Wachovia Bank and Wells Fargo Company November 2007 - August 2009
Charles Schwab & Co. February 2002 - March 2007
Charles Schwab & Co, Inc. January 1999 - January 2002
Citigroup Diners Club January 1996 - December 1998
Skills
Process Improvement, Business Process..., Strategy, Change Management, Mentoring, Business Process, Leadership, Integration, Organizational..., SDLC, Management, Risk Management, Call Centers, Project Portfolio..., Program Management, Talent Management, Finance, Human Resources, Training, CRM, Consulting, Mergers & Acquisitions
Education
Regis University 1995 — 1996
MBA
University of Denver
BSBA
Chandra Kotagiri's Charles Schwab & Co. Experience 2007 - August 2007
Job Product development in Azure @ PayDC
Industry Information Technology and Services
Experience
PayDC March 2013 - Present
JPMorgan Chase March 2011 - March 2013
PayDC August 2009 - April 2011
Syncro Technology Corp August 2007 - August 2009
Charles Schwab & Co. 2007 - August 2007
Hydrogenics August 2005 - December 2006
Eclipsys 2003 - 2005
Sprint 1999 - 2003
Pennar Info Tech 1996 - 1998
Skills
ASP.NET, AJAX, Testing, WPF, Subversion
Education
Andhra University 1991 — 1995
B.E.
Visakha Valley School 1976 — 1988
PayDC March 2013 - Present
JPMorgan Chase March 2011 - March 2013
PayDC August 2009 - April 2011
Syncro Technology Corp August 2007 - August 2009
Charles Schwab & Co. 2007 - August 2007
Hydrogenics August 2005 - December 2006
Eclipsys 2003 - 2005
Sprint 1999 - 2003
Pennar Info Tech 1996 - 1998
Skills
ASP.NET, AJAX, Testing, WPF, Subversion
Education
Andhra University 1991 — 1995
B.E.
Visakha Valley School 1976 — 1988
Alan Nathan's Charles Schwab & Co. Experience September 1991 - June 2001
Job Ph.D. Educational Leadership and Policy Analysis
Industry Primary/Secondary Education
Experience
University of Wisconsin-Madison June 2011 - August 2012
Lawrence O. Picus and Associates January 2012 - June 2012
University of Wisconsin-Madison August 2008 - May 2011
Charles Schwab & Co. September 1991 - June 2001
Apple Computer April 1986 - July 1991
Skills
Investments, Management, Analysis, Education, Quantitative Research, Statistics, Evaluation, Randomization, Nonprofits, Leadership, Marketing, Instructional Design, Data Analysis, Staff Development, Research, Teaching, Program Management, Policy Analysis
Education
University of Wisconsin-Madison 2011 — 2013
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
University of Wisconsin-Madison 2007 — 2010
Master of Arts (M.A.), Educational Leadership and Administration, General
San Francisco State University 2003 — 2005
Single-subject Teaching Credential, Social Sciences
University of California, Berkeley - Extension 1997 — 1999
Certificate in Personal Financial Planning, Awarded with Distinction
University of Chicago 1982 — 1984
MBA, Finance & Marketing
State University of New York at Buffalo 1977 — 1981
BA, Economics
University of Wisconsin-Madison June 2011 - August 2012
Lawrence O. Picus and Associates January 2012 - June 2012
University of Wisconsin-Madison August 2008 - May 2011
Charles Schwab & Co. September 1991 - June 2001
Apple Computer April 1986 - July 1991
Skills
Investments, Management, Analysis, Education, Quantitative Research, Statistics, Evaluation, Randomization, Nonprofits, Leadership, Marketing, Instructional Design, Data Analysis, Staff Development, Research, Teaching, Program Management, Policy Analysis
Education
University of Wisconsin-Madison 2011 — 2013
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
University of Wisconsin-Madison 2007 — 2010
Master of Arts (M.A.), Educational Leadership and Administration, General
San Francisco State University 2003 — 2005
Single-subject Teaching Credential, Social Sciences
University of California, Berkeley - Extension 1997 — 1999
Certificate in Personal Financial Planning, Awarded with Distinction
University of Chicago 1982 — 1984
MBA, Finance & Marketing
State University of New York at Buffalo 1977 — 1981
BA, Economics
Nihard Jaleel's Charles Schwab & Co. Experience September 2000 - December 2002
Job A Seasoned Risk Management Professional in the Financial Industry With Experience in Credit and Market Risk Management.
Industry Financial Services
Experience
Federal Home Loan Bank of San Francisco September 2004 - April 2015
Charles Schwab & Co. September 2000 - December 2002
Morgan stanley August 1999 - June 2000
Skills
Credit Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Risk, Banking, Treasury Management, Fixed Income, Derivatives, Financial Analysis, Investments, Bloomberg, Risk Management, Valuation, Credit, Financial Markets, Bonds, Due Diligence, Swaps, Interest Rate..., Financial Risk, Liquidity, Loans, Market Risk, Financial Services, Applications –..., Finance, Operational Risk, Asset Management
Education
University of Washington 2005 — 2007
Certificate, Pacific Coast Banking School – Masters Level Extension Program for Senior
Hawaii Pacific University 1996 — 1998
MBA, Deans List, GPA-3.47
Hawaii Pacific University 1991 — 1996
Bachelor of Business Administration (BBA), International Business Management & Marketing
Federal Home Loan Bank of San Francisco September 2004 - April 2015
Charles Schwab & Co. September 2000 - December 2002
Morgan stanley August 1999 - June 2000
Skills
Credit Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Risk, Banking, Treasury Management, Fixed Income, Derivatives, Financial Analysis, Investments, Bloomberg, Risk Management, Valuation, Credit, Financial Markets, Bonds, Due Diligence, Swaps, Interest Rate..., Financial Risk, Liquidity, Loans, Market Risk, Financial Services, Applications –..., Finance, Operational Risk, Asset Management
Education
University of Washington 2005 — 2007
Certificate, Pacific Coast Banking School – Masters Level Extension Program for Senior
Hawaii Pacific University 1996 — 1998
MBA, Deans List, GPA-3.47
Hawaii Pacific University 1991 — 1996
Bachelor of Business Administration (BBA), International Business Management & Marketing
Ed Gorelick's Charles Schwab & Co. Experience October 2000 - November 2004
Job Director PMO for PayPal Here at PayPal
Industry Internet
Experience
PayPal November 2012 - Present
PayPal March 2012 - November 2012
PayPal March 2011 - March 2012
Paypal January 2009 - February 2011
Charles Schwab & Co. October 2000 - November 2004
Sports Byline USA June 1996 - September 2000
Skills
People Management, Building Effective Teams, Software Project...
Education
California State University-Sacramento 1991 — 1995
BA, Communications
PayPal November 2012 - Present
PayPal March 2012 - November 2012
PayPal March 2011 - March 2012
Paypal January 2009 - February 2011
Charles Schwab & Co. October 2000 - November 2004
Sports Byline USA June 1996 - September 2000
Skills
People Management, Building Effective Teams, Software Project...
Education
California State University-Sacramento 1991 — 1995
BA, Communications
Brian Slomiak's Charles Schwab & Co. Experience September 1995 - September 1997
Job Associate Director FINRA
Industry Financial Services
Experience
FINRA January 2006 - Present
The Garvin Group LLC July 2005 - July 2009
Coldwell Banker August 2005 - March 2009
Schoenfeld Securities September 2001 - August 2005
Broadway Trading LLC September 1997 - September 2001
Charles Schwab & Co. September 1995 - September 1997
Skills
Capital Markets, Data Analysis, Due Diligence, Equity Trading, FINRA, Options, Project Management
Education
Binghamton University 1991 — 1995
BS, Biology and Anthropology
FINRA January 2006 - Present
The Garvin Group LLC July 2005 - July 2009
Coldwell Banker August 2005 - March 2009
Schoenfeld Securities September 2001 - August 2005
Broadway Trading LLC September 1997 - September 2001
Charles Schwab & Co. September 1995 - September 1997
Skills
Capital Markets, Data Analysis, Due Diligence, Equity Trading, FINRA, Options, Project Management
Education
Binghamton University 1991 — 1995
BS, Biology and Anthropology
Jerry Glynn's Charles Schwab & Co. Experience 1994 - 1997
Job Senior Executive IT Transformation Through Vision, Clarity, Execution
Industry Information Technology and Services
Experience
ChaosMap December 2006 - Present
American Century Investments 2000 - 2007
American Century Investments 1997 - 2000
Charles Schwab & Co. 1994 - 1997
Charles Schwab 1992 - 1994
Security Pacific National Bank (Bank of America) 1988 - 1992
Skills
IT Management, Start-ups, Program Management, Strategy, Vendor Management, Project Management, Strategic Planning, Business Analysis, Enterprise Software, Process Improvement, Business Intelligence, CRM, IT Strategy, IT Service Management, Leadership, SDLC, E-commerce, Integration, Management, Outsourcing, Competitive Analysis, Business Strategy, Analytics, Consulting, Analysis, Executive Management, SEO, ITIL, Software Development, Product Development, Digital Marketing, Agile Methodologies, Integrated Marketing, SaaS, Lead Generation, Marketing, Governance, Financial Services, Cloud Computing, Business Process..., Product Management, Business Process, Management Consulting, Strategic Partnerships, Enterprise Architecture
Education
Regis University 1980 — 1985
BS
ChaosMap December 2006 - Present
American Century Investments 2000 - 2007
American Century Investments 1997 - 2000
Charles Schwab & Co. 1994 - 1997
Charles Schwab 1992 - 1994
Security Pacific National Bank (Bank of America) 1988 - 1992
Skills
IT Management, Start-ups, Program Management, Strategy, Vendor Management, Project Management, Strategic Planning, Business Analysis, Enterprise Software, Process Improvement, Business Intelligence, CRM, IT Strategy, IT Service Management, Leadership, SDLC, E-commerce, Integration, Management, Outsourcing, Competitive Analysis, Business Strategy, Analytics, Consulting, Analysis, Executive Management, SEO, ITIL, Software Development, Product Development, Digital Marketing, Agile Methodologies, Integrated Marketing, SaaS, Lead Generation, Marketing, Governance, Financial Services, Cloud Computing, Business Process..., Product Management, Business Process, Management Consulting, Strategic Partnerships, Enterprise Architecture
Education
Regis University 1980 — 1985
BS
Victor Villalta, PMP, CSM, CSPO's Charles Schwab & Co. Experience March 2007 - March 2009
Job Senior Manager, Operations PMO at Walmart.com
Industry Logistics and Supply Chain
Experience
Walmart eCommerce November 2013 - Present
Fun Flower Daycare July 2006 - Present
Walmart eCommerce November 2012 - October 2013
Walmart eCommerce November 2009 - October 2012
Blackhawk Network April 2009 - February 2010
Charles Schwab & Co. March 2007 - March 2009
Charles Schwab & Co. November 2004 - March 2007
Charles Schwab & Co. May 2000 - November 2004
Wells Fargo & Co. July 1999 - May 2000
Wells Fargo Bank & Co. January 1995 - July 1999
Skills
Technical Project..., Visio, Remedy, Microsoft Office, Windows, SharePoint, Unix, ClearQuest, RUP, Crystal Reports, TWiki, Quality Center, MS Project, Governance, Documentation, Budgeting, Offshore, Project Server, Clarity, Customer Relations, Program Management, Access, Word, Excel, PowerPoint, Linux, Outlook, Mac, Rally, Agile Project Management, Certified Scrum Master..., Supply Chain Management, Small Business..., Project Management, Confluence, PMO, Process Improvement, PMP, Integration, SDLC, Testing, CRM, Budgets, Project Delivery, Software Documentation, Project Planning, Customer Service, Quality Assurance, Microsoft Project
Education
City College of San Francisco 1992 — 1994
Computer Science
California State University-Chico 1990 — 1991
Computer Science
Walmart eCommerce November 2013 - Present
Fun Flower Daycare July 2006 - Present
Walmart eCommerce November 2012 - October 2013
Walmart eCommerce November 2009 - October 2012
Blackhawk Network April 2009 - February 2010
Charles Schwab & Co. March 2007 - March 2009
Charles Schwab & Co. November 2004 - March 2007
Charles Schwab & Co. May 2000 - November 2004
Wells Fargo & Co. July 1999 - May 2000
Wells Fargo Bank & Co. January 1995 - July 1999
Skills
Technical Project..., Visio, Remedy, Microsoft Office, Windows, SharePoint, Unix, ClearQuest, RUP, Crystal Reports, TWiki, Quality Center, MS Project, Governance, Documentation, Budgeting, Offshore, Project Server, Clarity, Customer Relations, Program Management, Access, Word, Excel, PowerPoint, Linux, Outlook, Mac, Rally, Agile Project Management, Certified Scrum Master..., Supply Chain Management, Small Business..., Project Management, Confluence, PMO, Process Improvement, PMP, Integration, SDLC, Testing, CRM, Budgets, Project Delivery, Software Documentation, Project Planning, Customer Service, Quality Assurance, Microsoft Project
Education
City College of San Francisco 1992 — 1994
Computer Science
California State University-Chico 1990 — 1991
Computer Science
Dan Baumgarten, MBA/CPA's Charles Schwab & Co. Experience 1982 - 1983
Job Business Services Consultant
Industry Financial Services
Experience
DRB Professional Services 2011 - Present
Silk Peddlers 1992 - Present
SKOW 2007 - 2011
Charles Schwab & Co. 1982 - 1983
Skills
Small Business, Finance, Hospitality, Managerial Finance, Hotels, Direct Marketing, Weddings, Marketing, Online Advertising, Catering, Project Management, Due Diligence
Education
Stanford University Graduate School of Business 1969 — 1971
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Acctg, Finance
DRB Professional Services 2011 - Present
Silk Peddlers 1992 - Present
SKOW 2007 - 2011
Charles Schwab & Co. 1982 - 1983
Skills
Small Business, Finance, Hospitality, Managerial Finance, Hotels, Direct Marketing, Weddings, Marketing, Online Advertising, Catering, Project Management, Due Diligence
Education
Stanford University Graduate School of Business 1969 — 1971
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Acctg, Finance
Frederick Moor, IV's Charles Schwab & Co. Experience 2000 - Present
Job Technical Director at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. 2000 - Present
Bank of America 1996 - 2000
Skills
Application Development, Technical Documentation, SharePoint, Enterprise Architecture, Portrait Photography, Wedding Photojournalism, Visual Studio, Sports Photography, Cross-functional Team..., Saxophone, Software Development
Education
Arizona State University 1979 — 1980
BA, Journalism (Photo)
Universidad Autónoma de Guadalajara 1979 — 1979
Journalism (Photo)
University of Arizona 1977 — 1979
Journalism (Photo)
University of Colorado Boulder 1974 — 1975
Charles Schwab & Co. 2000 - Present
Bank of America 1996 - 2000
Skills
Application Development, Technical Documentation, SharePoint, Enterprise Architecture, Portrait Photography, Wedding Photojournalism, Visual Studio, Sports Photography, Cross-functional Team..., Saxophone, Software Development
Education
Arizona State University 1979 — 1980
BA, Journalism (Photo)
Universidad Autónoma de Guadalajara 1979 — 1979
Journalism (Photo)
University of Arizona 1977 — 1979
Journalism (Photo)
University of Colorado Boulder 1974 — 1975
Richard Ruvalcaba's Charles Schwab & Co. Experience May 2000 - March 2006
Job Mortgage Loan Specialist
Industry Banking
Experience
Bank of America November 2012 - Present
JPMorgan Chase October 2008 - April 2011
Charles Schwab & Co. May 2000 - March 2006
Banc of America June 1996 - December 1999
G.E. Capital - Mortgage Insurance May 1990 - November 1995
Skills
Investments, Portfolio Management, Banking, Fixed Income, Mutual Funds, Strategic Financial..., Asset Allocation, Real Estate, Mortgage Lending, Business Development, Retirement Planning, Finance
Education
St. Mary's College of California 1993 — 1995
MBA, Business
University of San Francisco 1981 — 1985
B.S., Finance
Bank of America November 2012 - Present
JPMorgan Chase October 2008 - April 2011
Charles Schwab & Co. May 2000 - March 2006
Banc of America June 1996 - December 1999
G.E. Capital - Mortgage Insurance May 1990 - November 1995
Skills
Investments, Portfolio Management, Banking, Fixed Income, Mutual Funds, Strategic Financial..., Asset Allocation, Real Estate, Mortgage Lending, Business Development, Retirement Planning, Finance
Education
St. Mary's College of California 1993 — 1995
MBA, Business
University of San Francisco 1981 — 1985
B.S., Finance
Jamie Cornford's Charles Schwab & Co. Experience March 2000 - Present
Job VP Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. March 2000 - Present
Education
Brunel University London 1983 — 1988
B.Sc., Economics
Charles Schwab & Co. March 2000 - Present
Education
Brunel University London 1983 — 1988
B.Sc., Economics
Jennifer Ronda's Charles Schwab & Co. Experience June 2000 - April 2011
Job Senior Marketing Manager at Charles Schwab & Co.
Industry Marketing and Advertising
Experience
Charles Schwab & Co. June 2000 - April 2011
Skills
Marketing Communications, Product Management, Direct Marketing, Digital Marketing, Product Marketing, Email Marketing, Financial Services, Marketing, Online Advertising, Customer Acquisition, Marketing Management, Cross-functional Team..., Regulatory Product...
Education
Stetson University
Charles Schwab & Co. June 2000 - April 2011
Skills
Marketing Communications, Product Management, Direct Marketing, Digital Marketing, Product Marketing, Email Marketing, Financial Services, Marketing, Online Advertising, Customer Acquisition, Marketing Management, Cross-functional Team..., Regulatory Product...
Education
Stetson University
Emily DeBrosse's Charles Schwab & Co. Experience August 2006 - Present
Job Training Specialist at Charles Schwab & Co.
Industry Events Services
Experience
Charles Schwab & Co. August 2006 - Present
Accent on Indianapolis September 1999 - March 2006
Print Communications, Inc. September 1998 - September 1999
Indianapolis Private Industry Council October 1997 - September 1998
Education
Butler University 1992 — 1996
Charles Schwab & Co. August 2006 - Present
Accent on Indianapolis September 1999 - March 2006
Print Communications, Inc. September 1998 - September 1999
Indianapolis Private Industry Council October 1997 - September 1998
Education
Butler University 1992 — 1996
Nicholas Grabowski's Charles Schwab & Co. Experience June 2010 - June 2012
Job Principal Architecture
Industry Internet
Experience
Charles Schwab January 2014 - Present
Charles Schwab May 2012 - January 2014
Charles Schwab & Co. June 2010 - June 2012
Yola.com December 2008 - November 2010
Ebates.com November 2004 - December 2008
Charles Schwab 2000 - 2004
compucom 1999 - 2000
Skills
Engineering Management, Software Engineering, Software Architecture, Technical Leadership, Java, Python, Hadoop, Splunk, NoSQL, Big Data, Continuous Delivery, Web Services, Product Management, Agile Methodologies, JavaScript, SaaS, Linux, Scalability, Scrum, Architectures, Leadership, REST, Cloud Computing, Enterprise Architecture, Distributed Systems, System Architecture, Open Source, Enterprise Software, PaaS, Web Applications, Agile Project Management
Education
Florida State University 1993 — 1998
BS Computer Science, BS Mathematics
Charles Schwab January 2014 - Present
Charles Schwab May 2012 - January 2014
Charles Schwab & Co. June 2010 - June 2012
Yola.com December 2008 - November 2010
Ebates.com November 2004 - December 2008
Charles Schwab 2000 - 2004
compucom 1999 - 2000
Skills
Engineering Management, Software Engineering, Software Architecture, Technical Leadership, Java, Python, Hadoop, Splunk, NoSQL, Big Data, Continuous Delivery, Web Services, Product Management, Agile Methodologies, JavaScript, SaaS, Linux, Scalability, Scrum, Architectures, Leadership, REST, Cloud Computing, Enterprise Architecture, Distributed Systems, System Architecture, Open Source, Enterprise Software, PaaS, Web Applications, Agile Project Management
Education
Florida State University 1993 — 1998
BS Computer Science, BS Mathematics
Daniel Kern's Charles Schwab & Co. Experience 2003 - September 2008
Job President of Advisor Partners
Industry Investment Management
Experience
Advisor Partners August 2011 - Present
Charles Schwab Investment Management October 2008 - July 2011
Charles Schwab & Co. 2003 - September 2008
Montgomery Asset Management 1995 - 2003
Skills
Alternative Investments, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Hedge Funds, Investment Management, Asset Allocation, Equities, Valuation, Asset Management, Management, Securities, Fixed Income, Portfolio Management, Finance, Financial Modeling, Mergers & Acquisitions, ETFs, Derivatives, Bloomberg, Investment Strategies, Financial Planning, Equity Research, Capital Markets, Investment Advisory
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA, Finance
Brandeis University 1979 — 1983
BA, Economics
Advisor Partners August 2011 - Present
Charles Schwab Investment Management October 2008 - July 2011
Charles Schwab & Co. 2003 - September 2008
Montgomery Asset Management 1995 - 2003
Skills
Alternative Investments, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Hedge Funds, Investment Management, Asset Allocation, Equities, Valuation, Asset Management, Management, Securities, Fixed Income, Portfolio Management, Finance, Financial Modeling, Mergers & Acquisitions, ETFs, Derivatives, Bloomberg, Investment Strategies, Financial Planning, Equity Research, Capital Markets, Investment Advisory
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA, Finance
Brandeis University 1979 — 1983
BA, Economics
Gerry Litam's Charles Schwab & Co. Experience February 2011 - December 2011
Job Senior Systems Analysts
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - October 2013
Systems Integration Solutions April 2012 - October 2013
Charles Schwab & Co. February 2011 - December 2011
Systems Integration Solutions 2008 - December 2011
Well's Fargo Bank January 2009 - December 2010
Charles Schwab 2000 - 2009
RIS 1999 - 2000
ISM-BC 1991 - 1999
Computer Power Group 1986 - 1991
Bank of Philippine Islands 1983 - 1986
Skills
Mainframe, Business Analysis, SDLC, Business Requirements, COBOL, DB2, Easytrieve, CICS, Endevor, JCL, Requirements Analysis, VSAM, Fileaid, Systems Analysis, TSO, Testing, Documentation, Requirements Gathering, Software Development, Production Support, IBM Mainframe, MVS, Application Development
Education
Ateneo de Manila University 1978 — 1982
B.S., Management Engineering
Wells Fargo April 2013 - October 2013
Systems Integration Solutions April 2012 - October 2013
Charles Schwab & Co. February 2011 - December 2011
Systems Integration Solutions 2008 - December 2011
Well's Fargo Bank January 2009 - December 2010
Charles Schwab 2000 - 2009
RIS 1999 - 2000
ISM-BC 1991 - 1999
Computer Power Group 1986 - 1991
Bank of Philippine Islands 1983 - 1986
Skills
Mainframe, Business Analysis, SDLC, Business Requirements, COBOL, DB2, Easytrieve, CICS, Endevor, JCL, Requirements Analysis, VSAM, Fileaid, Systems Analysis, TSO, Testing, Documentation, Requirements Gathering, Software Development, Production Support, IBM Mainframe, MVS, Application Development
Education
Ateneo de Manila University 1978 — 1982
B.S., Management Engineering
Rick Pyle's Charles Schwab & Co. Experience May 2002 - Present
Job Systems Analyst at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. May 2002 - Present
Yipes Enterprise Services December 2000 - November 2001
Yipes 2000 - 2001
Pacific Bell Information Services May 1999 - November 2000
SBC 1997 - 2000
Pacific Bell/SBC Long Distance 1996 - 1999
Pacific Bell November 1978 - January 1996
Skills
Requirements Gathering, Data Quality, Business Analysis, SDLC, Requirements Analysis, Visio, Functional..., Agile Methodologies, User Acceptance Testing, Data Warehousing, Business Requirements, Agile Project Management, Software Project..., DB2, SOA
Education
San Francisco State University 1970 — 1975
Charles Schwab & Co. May 2002 - Present
Yipes Enterprise Services December 2000 - November 2001
Yipes 2000 - 2001
Pacific Bell Information Services May 1999 - November 2000
SBC 1997 - 2000
Pacific Bell/SBC Long Distance 1996 - 1999
Pacific Bell November 1978 - January 1996
Skills
Requirements Gathering, Data Quality, Business Analysis, SDLC, Requirements Analysis, Visio, Functional..., Agile Methodologies, User Acceptance Testing, Data Warehousing, Business Requirements, Agile Project Management, Software Project..., DB2, SOA
Education
San Francisco State University 1970 — 1975
Amy Ortiz's Charles Schwab & Co. Experience May 1999 - August 2003
Job Executive Assistant at Chevron
Industry Executive Office
Experience
Chevron August 2013 - Present
Chevron Compliance September 2012 - Present
The North Face September 2004 - August 2012
Old Republic Title Co. August 2003 - September 2004
Charles Schwab & Co. May 1999 - August 2003
Spieker Properties October 1998 - May 1999
Charles Schwab July 1992 - October 1998
Skills
Marketing, Office Management, Management, Outlook, Executive Calendar..., Administrative..., Executive..., PowerPoint, Customer Service, Sales, Budgets, Retail, Event Management, Event Planning, Positive Work..., Logistics, Microsoft Word, Project Management, Purchasing, Team Building, Teamwork, Time Management, CRM, Process Scheduler, Human Resources, Social Networking, Trade Shows, Training, Data Entry, Invoicing, Leadership, Microsoft Excel, Microsoft Office, Public Relations, Social Media, Training Coordination, Lotus Notes, Visio, SAP, powerpoin, exce
Education
Fashion Institute of Design & Merchandising 1987 — 1988
Interior Design
San Leandro High School 1984 — 1987
High School
Chevron August 2013 - Present
Chevron Compliance September 2012 - Present
The North Face September 2004 - August 2012
Old Republic Title Co. August 2003 - September 2004
Charles Schwab & Co. May 1999 - August 2003
Spieker Properties October 1998 - May 1999
Charles Schwab July 1992 - October 1998
Skills
Marketing, Office Management, Management, Outlook, Executive Calendar..., Administrative..., Executive..., PowerPoint, Customer Service, Sales, Budgets, Retail, Event Management, Event Planning, Positive Work..., Logistics, Microsoft Word, Project Management, Purchasing, Team Building, Teamwork, Time Management, CRM, Process Scheduler, Human Resources, Social Networking, Trade Shows, Training, Data Entry, Invoicing, Leadership, Microsoft Excel, Microsoft Office, Public Relations, Social Media, Training Coordination, Lotus Notes, Visio, SAP, powerpoin, exce
Education
Fashion Institute of Design & Merchandising 1987 — 1988
Interior Design
San Leandro High School 1984 — 1987
High School
Nicole Gittens's Charles Schwab & Co. Experience November 1999 - August 2004
Job Financial Specialist at Wachovia
Industry Banking
Experience
Wachovia March 2008 - Present
Bank of America August 2004 - March 2008
Charles Schwab & Co. November 1999 - August 2004
Education
Notre Dame of Maryland University 1988 — 1992
Wachovia March 2008 - Present
Bank of America August 2004 - March 2008
Charles Schwab & Co. November 1999 - August 2004
Education
Notre Dame of Maryland University 1988 — 1992
Maurice Butler's Charles Schwab & Co. Experience November 2010 - Present
Job Client Services
Industry Financial Services
Experience
Charles Schwab & Co. November 2010 - Present
Realty Advisors, Inc. October 2003 - April 2007
Outsource Partners, Inc February 2000 - October 2003
Kemper Insurance April 1995 - February 2000
Skills
Real Estate, Customer Service, CRM, Management, Business Development, Marketing Strategy, PeopleSoft, Entrepreneurship, Negotiation, Risk Management, Sales Operations
Education
Indiana University Bloomington 1976 — 1986
Indiana University Bloomington 1976 — 1986
Lawrence Central High School
Charles Schwab & Co. November 2010 - Present
Realty Advisors, Inc. October 2003 - April 2007
Outsource Partners, Inc February 2000 - October 2003
Kemper Insurance April 1995 - February 2000
Skills
Real Estate, Customer Service, CRM, Management, Business Development, Marketing Strategy, PeopleSoft, Entrepreneurship, Negotiation, Risk Management, Sales Operations
Education
Indiana University Bloomington 1976 — 1986
Indiana University Bloomington 1976 — 1986
Lawrence Central High School
Kevin A. W. Sheard's Charles Schwab & Co. Experience March 2006 - November 2010
Job Vice President, Investment Specialist, Mid Central Analyst Manager
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Tactical Allocation Group, LLC. August 2011 - July 2014
JP Morgan Chase November 2010 - August 2011
Charles Schwab & Co. March 2006 - November 2010
Fidelity Investments April 2001 - August 2006
Fidelity Investments March 2000 - April 2001
Skills
Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Investment Management, Risk Management, Asset Managment, Investment Advisory, Strategy, Finance, Investment Strategies, Bonds, Real Estate, Financial Risk, Mortgage Lending, Asset Management, Equities, ETFs, Mutual Funds, Outsourcing, Series 63
Education
Northern Michigan University 1996 — 1998
Bachelor of Science, Sociology
J.P. Morgan July 2014 - Present
Tactical Allocation Group, LLC. August 2011 - July 2014
JP Morgan Chase November 2010 - August 2011
Charles Schwab & Co. March 2006 - November 2010
Fidelity Investments April 2001 - August 2006
Fidelity Investments March 2000 - April 2001
Skills
Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Investment Management, Risk Management, Asset Managment, Investment Advisory, Strategy, Finance, Investment Strategies, Bonds, Real Estate, Financial Risk, Mortgage Lending, Asset Management, Equities, ETFs, Mutual Funds, Outsourcing, Series 63
Education
Northern Michigan University 1996 — 1998
Bachelor of Science, Sociology
Ty Gibson's Charles Schwab & Co. Experience February 1994 - Present
Job Vice President & Branch Manager at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. February 1994 - Present
Franklin Templeton Investments 1990 - 1994
Education
Georgia State University 1998 — 2001
San Jose State University 1987 — 1993
Charles Schwab & Co. February 1994 - Present
Franklin Templeton Investments 1990 - 1994
Education
Georgia State University 1998 — 2001
San Jose State University 1987 — 1993
Anthony Ayers, CFA's Charles Schwab & Co. Experience April 1995 - June 2000
Job Managing Partner, Omnium Capital
Industry Investment Management
Experience
SMI Advisory Services, LLC December 2005 - Present
Omnium Capital, LLC February 2001 - Present
Oxford Financial Group, Ltd. June 2000 - February 2001
Charles Schwab & Co. April 1995 - June 2000
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Finance
SMI Advisory Services, LLC December 2005 - Present
Omnium Capital, LLC February 2001 - Present
Oxford Financial Group, Ltd. June 2000 - February 2001
Charles Schwab & Co. April 1995 - June 2000
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Finance
David McBride, CFA's Charles Schwab & Co. Experience May 2000 - June 2002
Job Senior Vice President at Marco Investment Management
Industry Investment Management
Experience
Marco Investment Management January 2011 - Present
Buckhead Investment Partners, LLC July 2008 - January 2011
Eads & Heald Investment Counsel June 2002 - July 2008
Charles Schwab & Co. May 2000 - June 2002
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Asset Management, Investment Strategies, Investment Management, Budgets
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Auburn University 1987 — 1992
BSc., Management
Marco Investment Management January 2011 - Present
Buckhead Investment Partners, LLC July 2008 - January 2011
Eads & Heald Investment Counsel June 2002 - July 2008
Charles Schwab & Co. May 2000 - June 2002
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Asset Management, Investment Strategies, Investment Management, Budgets
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Auburn University 1987 — 1992
BSc., Management
Bill Corcoran's Charles Schwab & Co. Experience August 2010 - Present
Job Business Development Officer at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab & Co. August 2010 - Present
Charles Schwab June 2007 - August 2010
Charles Schwab January 2006 - June 2007
Education
Suffolk University 2001 — 2005
Bachlors of Science, Finance
Suffolk University - Sawyer Business School 2001 — 2005
Charles Schwab & Co. August 2010 - Present
Charles Schwab June 2007 - August 2010
Charles Schwab January 2006 - June 2007
Education
Suffolk University 2001 — 2005
Bachlors of Science, Finance
Suffolk University - Sawyer Business School 2001 — 2005
Leyla Borjas-Rapp's Charles Schwab & Co. Experience 2000 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab & Co. 2000 - Present
Charles Schwab 2000 - 2007
Charles Schwab 2000 - 2007
Education
City College of San Francisco 1998 — 2002
Charles Schwab & Co. 2000 - Present
Charles Schwab 2000 - 2007
Charles Schwab 2000 - 2007
Education
City College of San Francisco 1998 — 2002
Dan Hattrup's Charles Schwab & Co. Experience January 2002 - June 2005
Job Rugby World Cup get it OTT from UniversalSports at rwc2015ppv.com
Industry Telecommunications
Experience
Comcast Cable April 2015 - Present
DIRECTV July 2013 - April 2015
Contract Roles October 2012 - July 2013
WJ Bradley Mortgage Capital, LLC September 2011 - August 2012
Colorado Capital Bank November 2009 - March 2011
Colorado Capital Bank October 2008 - November 2009
University of Colorado at Denver June 2008 - May 2009
Regis University August 2005 - August 2008
University of Colorado at Denver August 2005 - August 2008
Charles Schwab & Co. January 2002 - June 2005
Skills
Analysis, Risk Management, Business Analysis, Finance, Process Improvement, Budgets, Analytics, CRM, Project Management, Coaching, Leadership, Strategic Planning, Training, Business Intelligence, Forecasting, Marketing, Financial Modeling, Business Strategy, Executive Management, Corporate Finance, Mergers & Acquisitions, Banking, Project Planning, Investments, Data Analysis, Competitive Analysis, Economics, Business Process..., Policy Analysis, Econometrics, Project Coordination, Risk Analysis, Enterprise Risk..., Compliance, Financial Regulation, Regulatory Analysis, Tableau, Training Delivery, Financial Analysis, SAS, Big Data, Budgeting, Agile Project Management, Machine Learning, Hive
Education
University of Colorado at Denver 2006 — 2014
Doctor of Philosophy (PhD), Public Policy
University of Colorado Denver 2004 — 2006
MA, Economics
Regis University 2001 — 2002
MBA, Accounting / Finance, International Business
Regis University 1990 — 1994
BA/BS, Business Administration, Political Science, Philosophy
Comcast Cable April 2015 - Present
DIRECTV July 2013 - April 2015
Contract Roles October 2012 - July 2013
WJ Bradley Mortgage Capital, LLC September 2011 - August 2012
Colorado Capital Bank November 2009 - March 2011
Colorado Capital Bank October 2008 - November 2009
University of Colorado at Denver June 2008 - May 2009
Regis University August 2005 - August 2008
University of Colorado at Denver August 2005 - August 2008
Charles Schwab & Co. January 2002 - June 2005
Skills
Analysis, Risk Management, Business Analysis, Finance, Process Improvement, Budgets, Analytics, CRM, Project Management, Coaching, Leadership, Strategic Planning, Training, Business Intelligence, Forecasting, Marketing, Financial Modeling, Business Strategy, Executive Management, Corporate Finance, Mergers & Acquisitions, Banking, Project Planning, Investments, Data Analysis, Competitive Analysis, Economics, Business Process..., Policy Analysis, Econometrics, Project Coordination, Risk Analysis, Enterprise Risk..., Compliance, Financial Regulation, Regulatory Analysis, Tableau, Training Delivery, Financial Analysis, SAS, Big Data, Budgeting, Agile Project Management, Machine Learning, Hive
Education
University of Colorado at Denver 2006 — 2014
Doctor of Philosophy (PhD), Public Policy
University of Colorado Denver 2004 — 2006
MA, Economics
Regis University 2001 — 2002
MBA, Accounting / Finance, International Business
Regis University 1990 — 1994
BA/BS, Business Administration, Political Science, Philosophy
Richard Levine's Charles Schwab & Co. Experience 2005 - 2009
Job VP at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab & Co. 2005 - 2009
Charles Schwab 2000 - 2005
eZula, Inc. 2000 - 2000
Levine & Associates 1998 - 1999
Nestle S.A. 1993 - 1997
Dole Food Company 1992 - 1993
Specialty Woods Intl., Inc. 1988 - 1991
Bank of America 1984 - 1986
Skills
Financial Services, Investments, Brand Management, Customer Experience, New Product..., Series 7, Series 24, Product Development, Product Management, Travel Planning, Consumer Products, Consumer Marketing, Consumer Packaged Goods..., Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Finance & Strategy
University of Southern California
Bachelor's degree, Sociology
Charles Schwab Bank 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab & Co. 2005 - 2009
Charles Schwab 2000 - 2005
eZula, Inc. 2000 - 2000
Levine & Associates 1998 - 1999
Nestle S.A. 1993 - 1997
Dole Food Company 1992 - 1993
Specialty Woods Intl., Inc. 1988 - 1991
Bank of America 1984 - 1986
Skills
Financial Services, Investments, Brand Management, Customer Experience, New Product..., Series 7, Series 24, Product Development, Product Management, Travel Planning, Consumer Products, Consumer Marketing, Consumer Packaged Goods..., Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Finance & Strategy
University of Southern California
Bachelor's degree, Sociology
Bessie Mitskaris's Charles Schwab & Co. Experience 2006 - 2011
Job Digital Sales and Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Katie Van Der Wal's Charles Schwab & Co. Experience March 1999 - May 2004
Job Vice President in Wealth Managment
Industry Financial Services
Experience
Bank of the West January 2011 - Present
Compliance Advisory Services September 2008 - December 2010
Charles Schwab Investment Management January 2006 - August 2008
Compliance Advisory Services June 2004 - December 2005
Charles Schwab & Co. March 1999 - May 2004
Franklin Templeton Investments 1995 - March 1999
Skills
FINRA, Securities, Investments, Financial Risk, Investment Management, SEC, Series 7, Series 63, Financial Services, Asset Management, Series 24, Risk Management, Fixed Income
Education
Lynchburg College
Bachelor's Degree, Business Management
Bank of the West January 2011 - Present
Compliance Advisory Services September 2008 - December 2010
Charles Schwab Investment Management January 2006 - August 2008
Compliance Advisory Services June 2004 - December 2005
Charles Schwab & Co. March 1999 - May 2004
Franklin Templeton Investments 1995 - March 1999
Skills
FINRA, Securities, Investments, Financial Risk, Investment Management, SEC, Series 7, Series 63, Financial Services, Asset Management, Series 24, Risk Management, Fixed Income
Education
Lynchburg College
Bachelor's Degree, Business Management
Frank Balestrieri's Charles Schwab & Co. Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab & Co. 2008 - 2009
Wells Fargo Bank October 2002 - March 2008
Education
University of California, Berkeley 1968 — 1970
MBA, Finance
Stanford University 1966 — 1968
MSEE, Electrical Engineering
Santa Clara University 1962 — 1966
BSEE, Electrical Engineering
Charles Schwab & Co. 2008 - 2009
Wells Fargo Bank October 2002 - March 2008
Education
University of California, Berkeley 1968 — 1970
MBA, Finance
Stanford University 1966 — 1968
MSEE, Electrical Engineering
Santa Clara University 1962 — 1966
BSEE, Electrical Engineering
Karen MacDougall's Charles Schwab & Co. Experience 1993 - Present
Job Sr. Business/Systems Analyst at Schwab Institutional
Industry Financial Services
Experience
Rovia August 2008 - Present
Charles Schwab February 1993 - Present
Charles Schwab & Co. 1993 - Present
Schwab Institutional 1993 - Present
Honeywell 1988 - 1993
Skills
SDLC, Software Project..., Agile Project Management, Data Modeling, Data Warehousing, Visio, RUP, Agile Methodologies, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, PMO, IT Strategy, Project Portfolio..., Oracle
Education
Florida International University 1975 — 1981
Rovia August 2008 - Present
Charles Schwab February 1993 - Present
Charles Schwab & Co. 1993 - Present
Schwab Institutional 1993 - Present
Honeywell 1988 - 1993
Skills
SDLC, Software Project..., Agile Project Management, Data Modeling, Data Warehousing, Visio, RUP, Agile Methodologies, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, PMO, IT Strategy, Project Portfolio..., Oracle
Education
Florida International University 1975 — 1981
Thad Barnes, CFA's Charles Schwab & Co. Experience June 2008 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
Charles Schwab & Co. June 2008 - Present
National Financial Partners March 2008 - June 2008
National Financial Partners March 2006 - March 2008
Electronic Trading Group, LLC June 2003 - August 2004
Protrader Securities June 1997 - June 2003
Education
Baylor University
Economics
Charles Schwab & Co. June 2008 - Present
National Financial Partners March 2008 - June 2008
National Financial Partners March 2006 - March 2008
Electronic Trading Group, LLC June 2003 - August 2004
Protrader Securities June 1997 - June 2003
Education
Baylor University
Economics
Sofia F. Moede's Charles Schwab & Co. Experience January 1998 - February 1999
Job Event Coordinator SJSU
Industry Higher Education
Experience
Dean's Office - College of Business (CoB) - San Jose State University May 2006 - Present
Portuguese Investment, Trade & Tourism Commission (ICEP) August 2003 - April 2006
Portuguese Investment, Trade & Tourism Commission (ICEP) March 1999 - July 2003
Charles Schwab & Co. January 1998 - February 1999
Combs & Greenley October 1995 - December 1997
Skills
Event Management, Event Planning, Teamwork, Public Speaking, Community Outreach, Marketing, Social Media, Budgets, Project Management, Project Planning, Business Development, Higher Education, Adobe Creative Suite, google docs, Sales, Customer Service, Microsoft Office, Spanish, InDesign, Volunteer Management, Social Networking, Program Management, Analysis, English, Research, Advertising, Management, Training, Sponsorship
Education
San Francisco State University, College of Business 1994 — 1997
MBA, Marketing
San Francisco State University, College of Business 1989 — 1993
BS - Business Administration, International Business
Colegio Internacional de Caracas
Dean's Office - College of Business (CoB) - San Jose State University May 2006 - Present
Portuguese Investment, Trade & Tourism Commission (ICEP) August 2003 - April 2006
Portuguese Investment, Trade & Tourism Commission (ICEP) March 1999 - July 2003
Charles Schwab & Co. January 1998 - February 1999
Combs & Greenley October 1995 - December 1997
Skills
Event Management, Event Planning, Teamwork, Public Speaking, Community Outreach, Marketing, Social Media, Budgets, Project Management, Project Planning, Business Development, Higher Education, Adobe Creative Suite, google docs, Sales, Customer Service, Microsoft Office, Spanish, InDesign, Volunteer Management, Social Networking, Program Management, Analysis, English, Research, Advertising, Management, Training, Sponsorship
Education
San Francisco State University, College of Business 1994 — 1997
MBA, Marketing
San Francisco State University, College of Business 1989 — 1993
BS - Business Administration, International Business
Colegio Internacional de Caracas
Stacy Bakri's Charles Schwab & Co. Experience October 2000 - February 2007
Job Certified Financial Planner™, Certified Divorce Financial Analyst™
Industry Financial Services
Experience
The Family Firm April 2007 - Present
Charles Schwab & Co. October 2000 - February 2007
AMIDEAST 1996 - 1999
Skills
Financial Planning, Asset Management, Retirement Planning, Estate Planning, Wealth Management, Retirement Income..., Investment Advisory, Strategic Financial...
Education
Penn State University
Bachelor of Arts (B.A.), International Relations and Affairs
The Family Firm April 2007 - Present
Charles Schwab & Co. October 2000 - February 2007
AMIDEAST 1996 - 1999
Skills
Financial Planning, Asset Management, Retirement Planning, Estate Planning, Wealth Management, Retirement Income..., Investment Advisory, Strategic Financial...
Education
Penn State University
Bachelor of Arts (B.A.), International Relations and Affairs
Alison Eddy's Charles Schwab & Co. Experience August 2001 - August 2002
Job Spanish Teacher at The DorrisEaton School
Industry Primary/Secondary Education
Experience
The Dorris-Eaton School December 2003 - Present
CHARLES SCHWAB & CO. August 2001 - August 2002
Charles Schwab November 2000 - August 2001
Skills
Spanish, Social Media, Teaching, Curriculum Design
Education
California State University-Sacramento 2006 — 2008
MA, Spanish
Washington and Lee University 1996 — 2000
BA, Spanish
The Dorris-Eaton School December 2003 - Present
CHARLES SCHWAB & CO. August 2001 - August 2002
Charles Schwab November 2000 - August 2001
Skills
Spanish, Social Media, Teaching, Curriculum Design
Education
California State University-Sacramento 2006 — 2008
MA, Spanish
Washington and Lee University 1996 — 2000
BA, Spanish
Natalie Gillespie's Charles Schwab & Co. Experience April 1999 - June 2010
Job Cleveland Clinic Children's Hospital
Industry Financial Services
Experience
Cleveland Clinic Children's Hospital Administrative AssistantCleveland Clinic Children's HospitalDecember 2011 - Present
Cleveland Clinic 2010 - December 2011
Charles Schwab & Co. April 1999 - June 2010
University Hospitals Health System 1996 - 1999
Skills
Process Improvement, Microsoft Office, Healthcare, Personnel Management, Human Resources, Investments, Healthcare Information..., Strategic Planning
Education
Kent State University 1994 — 2001
B.A., Business Administration, Marketing
Cleveland Clinic Children's Hospital Administrative AssistantCleveland Clinic Children's HospitalDecember 2011 - Present
Cleveland Clinic 2010 - December 2011
Charles Schwab & Co. April 1999 - June 2010
University Hospitals Health System 1996 - 1999
Skills
Process Improvement, Microsoft Office, Healthcare, Personnel Management, Human Resources, Investments, Healthcare Information..., Strategic Planning
Education
Kent State University 1994 — 2001
B.A., Business Administration, Marketing
Marilyn Noah's Charles Schwab & Co. Experience January 2003 - July 2014
Job Senior Vice President at Bank of the West
Industry Banking
Experience
Bank of the West August 2014 - Present
Charles Schwab & Co. January 2003 - July 2014
Bank of America May 1986 - January 2003
Skills
Risk Management, Loans, Project Management, Banking, Financial Risk, Financial Services, Mortgage Lending, Credit, Program Management, Management, Leadership
Education
San Francisco State University 1994 — 1996
MBA, Management
University of San Francisco
BS, Economics
Bank of the West August 2014 - Present
Charles Schwab & Co. January 2003 - July 2014
Bank of America May 1986 - January 2003
Skills
Risk Management, Loans, Project Management, Banking, Financial Risk, Financial Services, Mortgage Lending, Credit, Program Management, Management, Leadership
Education
San Francisco State University 1994 — 1996
MBA, Management
University of San Francisco
BS, Economics
Anthony Monaco's Charles Schwab & Co. Experience September 2003 - October 2004
Job Managing Director/Senior Vice President Head of Equity Finance & Prime Brokerage at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities May 2015 - Present
Newedge USA LLC February 2005 - June 2014
Charles Schwab & Co. September 2003 - October 2004
ABN AMRO January 2001 - February 2003
ING Barings July 1999 - January 2001
Bankers Trust 1997 - 1999
Cowen & Comp. April 1991 - June 1997
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Capital Markets, Prime Brokerage, Series 7, Trading, Trading Systems, Options, Bloomberg, Financial Markets, Electronic Trading, Management, Equity Derivatives, Investment Banking, Series 63, Alternative Investments, Middle Office
Education
Pace University - Lubin School of Business 1978 — 1982
Wedbush Securities May 2015 - Present
Newedge USA LLC February 2005 - June 2014
Charles Schwab & Co. September 2003 - October 2004
ABN AMRO January 2001 - February 2003
ING Barings July 1999 - January 2001
Bankers Trust 1997 - 1999
Cowen & Comp. April 1991 - June 1997
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Capital Markets, Prime Brokerage, Series 7, Trading, Trading Systems, Options, Bloomberg, Financial Markets, Electronic Trading, Management, Equity Derivatives, Investment Banking, Series 63, Alternative Investments, Middle Office
Education
Pace University - Lubin School of Business 1978 — 1982
Fran Xu's Charles Schwab & Co. Experience June 1999 - January 2003
Job VP, Operational Risk Analytics at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo July 2010 - August 2014
Wells Fargo Bank November 2009 - July 2010
Washington Mutual Card Services April 2003 - January 2009
Charles Schwab & Co. June 1999 - January 2003
Skills
Credit Risk, SAS, Investments, Financial Analysis, Analytics, Credit, Financial Risk, Portfolio Management, Risk Management, Financial Services, Credit Cards, Finance, Strategy, Analysis, Predictive Modeling, Financial Modeling, Segmentation, Operational Risk, Data Analysis, Consumer Lending, Credit Analysis, Leadership
Education
Indiana University Bloomington
M.A., Economics
Wells Fargo September 2014 - Present
Wells Fargo July 2010 - August 2014
Wells Fargo Bank November 2009 - July 2010
Washington Mutual Card Services April 2003 - January 2009
Charles Schwab & Co. June 1999 - January 2003
Skills
Credit Risk, SAS, Investments, Financial Analysis, Analytics, Credit, Financial Risk, Portfolio Management, Risk Management, Financial Services, Credit Cards, Finance, Strategy, Analysis, Predictive Modeling, Financial Modeling, Segmentation, Operational Risk, Data Analysis, Consumer Lending, Credit Analysis, Leadership
Education
Indiana University Bloomington
M.A., Economics
Jim Wolf, CFP®'s Charles Schwab & Co. Experience February 2000 - September 2008
Job Vice President Elements Wealth Management/LPL Financial Advisor
Industry Investment Management
Experience
Elements Wealth Management September 2008 - Present
Butler University 2008 - Present
HCLA 2013 - 2013
Charles Schwab & Co. February 2000 - September 2008
David A. Noyes & Co. May 1997 - February 2000
Thomson Consumer Electronics August 1995 - August 1996
Skills
Strategic Financial..., Investments, Series 7, Finance, Asset Allocation, Retirement, Asset Management, Insurance, Estate Planning, Securities, Investment Management, Life Insurance, Strategy, Management, Budgets
Education
College of Financial Planning 2009 — 2010
CFP®, Financial Planning
Butler University 1992 — 1997
International Management, Finance, Math, Spanish, Science
East Central
High School Diploma
Elements Wealth Management September 2008 - Present
Butler University 2008 - Present
HCLA 2013 - 2013
Charles Schwab & Co. February 2000 - September 2008
David A. Noyes & Co. May 1997 - February 2000
Thomson Consumer Electronics August 1995 - August 1996
Skills
Strategic Financial..., Investments, Series 7, Finance, Asset Allocation, Retirement, Asset Management, Insurance, Estate Planning, Securities, Investment Management, Life Insurance, Strategy, Management, Budgets
Education
College of Financial Planning 2009 — 2010
CFP®, Financial Planning
Butler University 1992 — 1997
International Management, Finance, Math, Spanish, Science
East Central
High School Diploma
Peter Currie's Charles Schwab & Co. Experience September 2014 - Present
Job Policy Control Manager Supervision & Controls at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. September 2014 - Present
OneAmerica February 2009 - November 2013
Nationwide Insurance March 2004 - January 2009
The Academy Of Court Reporting January 2002 - September 2008
SUMMIT FINANCIAL STRATEGIES November 2001 - July 2002
MASCOMA MUTUAL FINANCIAL SERVICES September 2000 - October 2001
LAW OFFICE OF GARY MARCHESE July 1995 - August 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSPFP, Financial Planning
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2000
MST, Taxation
Capital University Law School 1992 — 1995
Juris Doctor
Suffolk University 1987 — 1991
BS, Criminal Justice
University of Pennsylvania - The Wharton School
Charles Schwab & Co. September 2014 - Present
OneAmerica February 2009 - November 2013
Nationwide Insurance March 2004 - January 2009
The Academy Of Court Reporting January 2002 - September 2008
SUMMIT FINANCIAL STRATEGIES November 2001 - July 2002
MASCOMA MUTUAL FINANCIAL SERVICES September 2000 - October 2001
LAW OFFICE OF GARY MARCHESE July 1995 - August 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSPFP, Financial Planning
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2000
MST, Taxation
Capital University Law School 1992 — 1995
Juris Doctor
Suffolk University 1987 — 1991
BS, Criminal Justice
University of Pennsylvania - The Wharton School
Angela Tibbetts's Charles Schwab & Co. Experience September 1993 - Present
Job Relationship Specialist Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. September 1993 - Present
Skills
Mutual Funds, Series 7, Customer Service, Series 63, Investments, Financial Services, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Microsoft Office, Event Planning
Education
Arizona State University 1984 — 1989
Bachelor’s Degree, Family and Consumer Economics and Related Studies
Charles Schwab & Co. September 1993 - Present
Skills
Mutual Funds, Series 7, Customer Service, Series 63, Investments, Financial Services, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Microsoft Office, Event Planning
Education
Arizona State University 1984 — 1989
Bachelor’s Degree, Family and Consumer Economics and Related Studies
Giordani Rivas's Charles Schwab & Co. Experience March 2010 - Present
Job Finance & Analytics | Entrepreneurial Outlook
Industry Financial Services
Experience
Charles Schwab & Co. March 2010 - Present
Charles Schwab June 2008 - February 2010
Charles Schwab January 2006 - May 2008
Skills
FP&A, financial..., Design Marketing Plan,..., Linear Programming, Financial Modeling, Forecasting, Financial Analysis, Managerial Finance, Financial Forecasting, Pricing, Analytics, Business Planning, Strategic Financial..., Finance, Valuation, Investments, Budgets
Education
Santa Clara University - Leavey School of Business 2011 — 2013
Master in Business Administration, Finance/Entrepreneurship
University of California, Berkeley 2003 — 2005
Postgraduate Diploma, Corporate Finance
Universidad Santa Maria 1993 — 1998
B.S, Economics
Colegio San Luis
Charles Schwab & Co. March 2010 - Present
Charles Schwab June 2008 - February 2010
Charles Schwab January 2006 - May 2008
Skills
FP&A, financial..., Design Marketing Plan,..., Linear Programming, Financial Modeling, Forecasting, Financial Analysis, Managerial Finance, Financial Forecasting, Pricing, Analytics, Business Planning, Strategic Financial..., Finance, Valuation, Investments, Budgets
Education
Santa Clara University - Leavey School of Business 2011 — 2013
Master in Business Administration, Finance/Entrepreneurship
University of California, Berkeley 2003 — 2005
Postgraduate Diploma, Corporate Finance
Universidad Santa Maria 1993 — 1998
B.S, Economics
Colegio San Luis
Donna Delleney's Charles Schwab & Co. Experience July 2000 - July 2004
Job Front End Receptionist/Scheduler at Salon Hether's
Industry Financial Services
Experience
Salon Hether's June 2015 - Present
Adecco Staffing June 2014 - February 2015
Intellisource/Contractor for Bank of America June 2012 - January 2014
The Home Depot March 2008 - May 2012
Coldwell Banker Residential Brokerage January 2006 - September 2008
The Purple Avocado October 2007 - March 2008
Randstad for Merrill Lynch July 2004 - September 2005
Charles Schwab & Co. July 2000 - July 2004
Skills
Event Planning, Organizational Design, Staff Supervision, Direct Sales, Community Outreach, Marketing Communications, Customer Relations, Customer Focus, Meeting Planning, Office Administration, Sales, Customer Service, Management, Financial Services, Marketing, Training, Time Management, Team Building, Outlook, Microsoft Excel, Project Management, Leadership, PowerPoint, Human Resources, Microsoft Office
Education
University of Phoenix 1997 — 2000
Bachelor’s Degree, B.S.B.M. in Business Management
Johnston Community College
Commercial Art/Advertising Design, Commercial Art Field
Coldwell Banker Academy 2005 — 2005
Real Estate License, Real Estate License
Salon Hether's June 2015 - Present
Adecco Staffing June 2014 - February 2015
Intellisource/Contractor for Bank of America June 2012 - January 2014
The Home Depot March 2008 - May 2012
Coldwell Banker Residential Brokerage January 2006 - September 2008
The Purple Avocado October 2007 - March 2008
Randstad for Merrill Lynch July 2004 - September 2005
Charles Schwab & Co. July 2000 - July 2004
Skills
Event Planning, Organizational Design, Staff Supervision, Direct Sales, Community Outreach, Marketing Communications, Customer Relations, Customer Focus, Meeting Planning, Office Administration, Sales, Customer Service, Management, Financial Services, Marketing, Training, Time Management, Team Building, Outlook, Microsoft Excel, Project Management, Leadership, PowerPoint, Human Resources, Microsoft Office
Education
University of Phoenix 1997 — 2000
Bachelor’s Degree, B.S.B.M. in Business Management
Johnston Community College
Commercial Art/Advertising Design, Commercial Art Field
Coldwell Banker Academy 2005 — 2005
Real Estate License, Real Estate License
Gina M Perenchio, CFP®, CRC®'s Charles Schwab & Co. Experience August 2005 - Present
Job Communication Manager at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. August 2005 - Present
Intelliden August 2001 - August 2005
The Chicago Trust Company February 1996 - April 2001
Teenage Research Unlimited December 1994 - September 1995
The Albuquerque Tribune 1994 - 1994
Albuquerque Publishing Company 1993 - 1994
Skills
401k, Marketing Communications, Newsletters, Retirement, Press Releases, Marketing Strategy, Relationship Management, Data Analysis, Sales, Mutual Funds, Asset Allocation
Education
The University of New Mexico 1993 — 1993
English
Illinois State University 1989 — 1993
Bachelor of Arts (B.A.), English, Business
Charles Schwab & Co. August 2005 - Present
Intelliden August 2001 - August 2005
The Chicago Trust Company February 1996 - April 2001
Teenage Research Unlimited December 1994 - September 1995
The Albuquerque Tribune 1994 - 1994
Albuquerque Publishing Company 1993 - 1994
Skills
401k, Marketing Communications, Newsletters, Retirement, Press Releases, Marketing Strategy, Relationship Management, Data Analysis, Sales, Mutual Funds, Asset Allocation
Education
The University of New Mexico 1993 — 1993
English
Illinois State University 1989 — 1993
Bachelor of Arts (B.A.), English, Business
Abby Diehl-Vick's Charles Schwab & Co. Experience October 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Charles Schwab & Co. October 2014 - Present
Housing Authority of Maricopa County February 2013 - August 2014
Southwest Human Development June 2012 - January 2013
Affordable Housing & Community Development Corporation May 2011 - May 2012
Grace House for Transition and Recovery June 2011 - April 2012
Affordable Housing & Community Development Corporation February 2011 - May 2011
Taylor University September 2007 - May 2011
Carey Services August 2010 - February 2011
Regeneration Ministries May 2010 - August 2010
Taylor University August 2009 - May 2010
Skills
Community Organizing, Neighborhood Planning, Grant Writing, Responsibility, Intake, Working With Children, Leading Groups, General Office Duties, Oral Communications, Interpersonal..., Nonprofits, Social Services, Affordable Housing, Grants, Leadership, Fundraising, Office Management, Community Development, Research, Community Outreach, Policy, Program Development, Customer Service
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (MBA), Accounting and Business/Management
Taylor University 2007 — 2011
Bachelor of Science, Social Work
Charles Schwab & Co. October 2014 - Present
Housing Authority of Maricopa County February 2013 - August 2014
Southwest Human Development June 2012 - January 2013
Affordable Housing & Community Development Corporation May 2011 - May 2012
Grace House for Transition and Recovery June 2011 - April 2012
Affordable Housing & Community Development Corporation February 2011 - May 2011
Taylor University September 2007 - May 2011
Carey Services August 2010 - February 2011
Regeneration Ministries May 2010 - August 2010
Taylor University August 2009 - May 2010
Skills
Community Organizing, Neighborhood Planning, Grant Writing, Responsibility, Intake, Working With Children, Leading Groups, General Office Duties, Oral Communications, Interpersonal..., Nonprofits, Social Services, Affordable Housing, Grants, Leadership, Fundraising, Office Management, Community Development, Research, Community Outreach, Policy, Program Development, Customer Service
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (MBA), Accounting and Business/Management
Taylor University 2007 — 2011
Bachelor of Science, Social Work
Craig Larsh's Charles Schwab & Co. Experience August 1985 - June 1995
Job Kitchen Designer at Home Depot At Home Services
Industry Construction
Experience
Home Depot At Home Services December 2006 - Present
Charles Schwab & Co. August 1985 - June 1995
Bechtel Corporation August 1979 - June 1984
Skills
Construction, Process Scheduler, Contractors
Education
Cal Poly San Luis Obispo 1973 — 1979
Bachelor's degree, Engineering Technology, General
Home Depot At Home Services December 2006 - Present
Charles Schwab & Co. August 1985 - June 1995
Bechtel Corporation August 1979 - June 1984
Skills
Construction, Process Scheduler, Contractors
Education
Cal Poly San Luis Obispo 1973 — 1979
Bachelor's degree, Engineering Technology, General
Warren Kline's Charles Schwab & Co. Experience July 1999 - November 2003
Job
Industry Investment Management
Experience
Passport Capital September 2007 - March 2014
RS Investments November 2003 - September 2007
Charles Schwab & Co. July 1999 - November 2003
Franklin Templeton Investments 1996 - 1999
Skills
Investment Operations, Settlement Operations, Eze Castle, Omgeo Oasys, Advent Geneva, Front Arena, Bloomberg, Omgeo Alert, Investments
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Science (BS)
San Francisco State University 1988 — 1991
Passport Capital September 2007 - March 2014
RS Investments November 2003 - September 2007
Charles Schwab & Co. July 1999 - November 2003
Franklin Templeton Investments 1996 - 1999
Skills
Investment Operations, Settlement Operations, Eze Castle, Omgeo Oasys, Advent Geneva, Front Arena, Bloomberg, Omgeo Alert, Investments
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Science (BS)
San Francisco State University 1988 — 1991
H. Steve Hostettler III's Charles Schwab & Co. Experience February 2013 - Present
Job Operations Specialist at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. February 2013 - Present
RC Securities, LLC February 2010 - October 2012
MetLife January 2008 - December 2009
MetLife August 2004 - January 2008
Towers Watson March 2004 - August 2004
Skills
Financial Services
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Mathematics and Statistics
Charles Schwab & Co. February 2013 - Present
RC Securities, LLC February 2010 - October 2012
MetLife January 2008 - December 2009
MetLife August 2004 - January 2008
Towers Watson March 2004 - August 2004
Skills
Financial Services
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Mathematics and Statistics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY